-8.1%
GLD vs WPM
+26.6%
-34.7%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.8% | 0.0% | -1.5% |
| 7D | -5.5% | -0.5% | -5.0% | -5.4% |
| 30D | -7.0% | -3.1% | -3.9% | -6.1% |
| 3M | -12.4% | -2.2% | -10.2% | -12.4% |
| 6M | -18.0% | -7.4% | -10.6% | -16.5% |
| YTD | -10.5% | +12.6% | -23.1% | -15.6% |
| 1Y | -8.1% | +22.8% | -30.9% | -14.6% |
| All | -8.1% | +26.6% | -34.7% | -14.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling