+417.9%
GE vs WPM
+261.4%
+156.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.9% | -3.0% |
| 7D | -1.2% | +3.9% | -5.1% | -1.9% |
| 30D | -11.3% | +17.7% | -28.9% | -14.0% |
| 3M | -1.4% | +39.4% | -40.8% | -7.8% |
| 6M | +1.2% | +6.4% | -5.2% | -1.1% |
| YTD | +5.9% | +34.0% | -28.0% | -1.3% |
| 1Y | +18.4% | +50.5% | -32.1% | +7.6% |
| 3Y | +271.0% | +280.3% | -9.3% | +176.7% |
| 5Y | +417.9% | +266.3% | +151.6% | +258.0% |
| All | +417.9% | +261.4% | +156.6% | +258.0% |
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 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