+46.4%
GH vs WPM
+210.4%
-164.0%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.8% | -2.0% |
| 7D | +0.6% | -3.6% | +4.1% | +1.7% |
| 30D | -6.9% | +1.4% | -8.4% | -7.8% |
| 3M | -4.9% | -0.2% | -4.7% | -6.2% |
| 6M | +54.1% | -7.3% | +61.4% | +54.7% |
| YTD | +48.5% | +12.3% | +36.2% | +35.1% |
| 1Y | +61.2% | +24.9% | +36.3% | +40.1% |
| 3Y | +570.3% | +210.4% | +360.0% | +282.8% |
| All | +46.4% | +210.4% | -164.0% | -6.6% |
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