+26.1%
GH vs WPM
+266.2%
-240.1%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | +0.1% | +0.8% |
| 7D | -0.2% | +3.9% | -4.0% | -1.4% |
| 30D | -2.6% | +17.7% | -20.3% | -8.1% |
| 3M | +25.1% | +39.4% | -14.3% | +10.8% |
| 6M | +78.5% | +6.4% | +72.1% | +72.0% |
| YTD | +59.4% | +34.0% | +25.4% | +38.3% |
| 1Y | +173.9% | +50.5% | +123.3% | +125.8% |
| 3Y | +382.7% | +280.3% | +102.4% | +162.7% |
| All | +26.1% | +266.2% | -240.1% | -34.3% |
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