+273.7%
GE vs WPM
+225.6%
+48.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.1% | +5.8% | +1.6% |
| 7D | +5.4% | +16.4% | -11.0% | +2.7% |
| 30D | +9.6% | -1.5% | +11.1% | +9.6% |
| 3M | -7.7% | +2.6% | -10.3% | -8.8% |
| 6M | +14.0% | -1.3% | +15.4% | +12.8% |
| YTD | +10.2% | +16.8% | -6.6% | +5.0% |
| 1Y | +8.9% | +34.1% | -25.2% | +1.4% |
| 3Y | +273.7% | +225.1% | +48.5% | +192.4% |
| All | +273.7% | +225.6% | +48.1% | +192.4% |
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