+399.9%
GH vs WPM
+895.7%
-495.8%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -2.1% | +7.0% | -9.1% | -3.7% |
| 30D | -4.5% | +15.7% | -20.2% | -8.0% |
| 3M | +28.9% | +35.2% | -6.3% | +18.9% |
| 6M | +76.5% | +6.1% | +70.4% | +71.8% |
| YTD | +57.6% | +32.6% | +25.0% | +43.6% |
| 1Y | +167.5% | +46.9% | +120.6% | +136.9% |
| 3Y | +377.4% | +276.3% | +101.1% | +232.2% |
| 5Y | +23.8% | +260.0% | -236.2% | -15.7% |
| All | +399.9% | +895.7% | -495.8% | +231.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling