+142.7%
EWY vs WPM
+252.7%
-109.9%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.7% | -0.5% | -2.9% |
| 7D | +1.2% | -3.6% | +4.8% | +2.6% |
| 30D | +9.3% | +12.5% | -3.2% | +4.4% |
| 3M | +2.4% | +40.6% | -38.2% | -9.7% |
| 6M | +40.3% | +0.5% | +39.7% | +37.7% |
| YTD | +88.0% | +29.0% | +59.0% | +71.8% |
| 1Y | +143.8% | +43.8% | +100.0% | +114.4% |
| 3Y | +217.8% | +266.3% | -48.5% | +104.5% |
| 5Y | +142.7% | +255.1% | -112.4% | +47.7% |
| All | +142.7% | +252.7% | -109.9% | +47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling