+142.5%
GLD vs WPM
+254.8%
-112.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.2% | -0.4% |
| 7D | -0.5% | +1.1% | -1.6% | -1.0% |
| 30D | +4.4% | +26.4% | -22.0% | -4.9% |
| 3M | -1.1% | +20.8% | -21.9% | -8.8% |
| 6M | -13.8% | +1.1% | -14.9% | -15.6% |
| YTD | +2.6% | +32.5% | -29.8% | -8.7% |
| 1Y | +24.5% | +51.5% | -27.0% | +5.4% |
| 3Y | +125.8% | +267.0% | -141.2% | +42.0% |
| All | +142.5% | +254.8% | -112.2% | +53.4% |
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