+764.3%
GLD vs WPM
+5,208.0%
-4,443.7%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.4% | -0.9% |
| 7D | -2.0% | +3.1% | -5.1% | -2.8% |
| 30D | -4.4% | -1.8% | -2.6% | -4.2% |
| 3M | -8.9% | +1.0% | -9.9% | -9.6% |
| 6M | -16.0% | -5.4% | -10.5% | -15.5% |
| YTD | -7.9% | +15.9% | -23.7% | -12.1% |
| 1Y | -3.9% | +30.8% | -34.7% | -11.2% |
| 3Y | +103.4% | +222.6% | -119.2% | +48.9% |
| 5Y | +109.7% | +227.4% | -117.7% | +50.4% |
| 10Y | +211.8% | +757.8% | -546.0% | +68.8% |
| All | +764.3% | +5,208.0% | -4,443.7% | +152.8% |
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