+152.0%
GE vs WPM
+749.7%
-597.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.3% |
| 7D | +2.7% | -3.6% | +6.2% | +3.0% |
| 30D | +8.1% | +1.4% | +6.6% | +7.8% |
| 3M | -7.9% | -0.2% | -7.7% | -8.2% |
| 6M | +12.9% | -7.3% | +20.2% | +12.9% |
| YTD | +8.2% | +12.3% | -4.2% | +6.2% |
| 1Y | +9.7% | +24.9% | -15.2% | +6.8% |
| 3Y | +266.1% | +210.4% | +55.7% | +234.3% |
| 5Y | +407.4% | +210.4% | +197.0% | +358.4% |
| All | +152.0% | +749.7% | -597.7% | +122.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling