+134.6%
FCX vs WPM
+261.4%
-126.7%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.2% |
| 7D | +3.1% | +3.9% | -0.8% | +0.5% |
| 30D | +8.1% | +17.7% | -9.6% | -2.9% |
| 3M | +18.9% | +39.4% | -20.5% | -4.3% |
| 6M | +26.6% | +6.4% | +20.2% | +20.4% |
| YTD | +51.2% | +34.0% | +17.2% | +23.7% |
| 1Y | +75.6% | +50.5% | +25.0% | +32.6% |
| 3Y | +101.7% | +280.3% | -178.6% | -21.0% |
| 5Y | +134.6% | +266.3% | -131.7% | -7.5% |
| All | +134.6% | +261.4% | -126.7% | -7.5% |
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 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