+85.5%
ETN vs WPM
+267.3%
-181.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.1% | +1.9% | +3.5% |
| 7D | +3.5% | -0.6% | +4.1% | +3.6% |
| 30D | -7.5% | +14.4% | -21.9% | -10.3% |
| 3M | +8.3% | +37.0% | -28.7% | +0.8% |
| 6M | +20.2% | +4.1% | +16.1% | +17.2% |
| YTD | +34.7% | +31.7% | +2.9% | +26.3% |
| 1Y | +19.4% | +44.2% | -24.7% | +10.2% |
| 3Y | +85.5% | +265.5% | -180.0% | +47.5% |
| All | +85.5% | +267.3% | -181.8% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded WPM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling