+8.1%
EWZ vs WPM
+38.8%
-30.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +12.0% | -10.4% | -0.9% |
| 7D | -4.1% | +3.9% | -8.0% | -5.0% |
| 30D | -25.0% | -3.5% | -21.5% | -24.5% |
| 3M | -10.6% | +14.1% | -24.7% | -14.2% |
| 6M | -16.6% | +6.2% | -22.8% | -18.9% |
| YTD | +2.5% | +12.4% | -9.9% | -2.2% |
| 1Y | +8.1% | +40.0% | -31.9% | -3.0% |
| All | +8.1% | +38.8% | -30.7% | -3.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling