+118.6%
GLD vs WPM
+246.3%
-127.7%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.9% | -3.7% | -1.9% |
| 7D | +4.7% | +16.9% | -12.2% | -1.7% |
| 30D | -0.9% | +2.0% | -2.9% | -2.0% |
| 3M | -4.4% | +8.9% | -13.3% | -8.3% |
| 6M | -13.6% | +1.6% | -15.1% | -15.4% |
| YTD | -6.0% | +16.5% | -22.5% | -12.6% |
| 1Y | +1.8% | +42.2% | -40.4% | -11.8% |
| 3Y | +103.2% | +213.3% | -110.1% | +34.9% |
| All | +118.6% | +246.3% | -127.7% | +38.1% |
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