+867.9%
GLW vs WPM
+523.6%
+344.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.3% |
| 7D | +16.9% | +3.9% | +13.0% | +16.1% |
| 30D | +7.0% | +17.7% | -10.7% | +3.8% |
| 3M | -3.0% | +39.4% | -42.4% | -8.6% |
| 6M | +31.0% | +6.4% | +24.6% | +28.5% |
| YTD | +93.4% | +34.0% | +59.4% | +84.8% |
| 1Y | +134.7% | +50.5% | +84.2% | +121.2% |
| 3Y | +471.8% | +280.3% | +191.5% | +388.1% |
| 5Y | +394.5% | +266.3% | +128.1% | +317.5% |
| 10Y | +867.9% | +550.8% | +317.1% | +704.7% |
| All | +867.9% | +523.6% | +344.3% | +704.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling