+1,775.6%
GILD vs WPM
+5,933.8%
-4,158.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -2.8% | -0.9% |
| 7D | -4.8% | -0.6% | -4.3% | -4.8% |
| 30D | +5.8% | +14.4% | -8.6% | +4.6% |
| 3M | +14.9% | +37.0% | -22.1% | +11.9% |
| 6M | -0.4% | +4.1% | -4.5% | -1.1% |
| YTD | +18.5% | +31.7% | -13.2% | +15.2% |
| 1Y | +25.1% | +44.2% | -19.1% | +20.5% |
| 3Y | +105.9% | +265.5% | -159.6% | +82.9% |
| 5Y | +143.0% | +262.5% | -119.5% | +114.3% |
| 10Y | +162.4% | +539.8% | -377.4% | +115.7% |
| All | +1,775.6% | +5,933.8% | -4,158.3% | +758.7% |
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