+68.3%
HAL vs WPM
+53.7%
+14.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.6% |
| 7D | +2.9% | +1.1% | +1.9% | +3.0% |
| 30D | +17.0% | +26.4% | -9.3% | +18.5% |
| 3M | -9.7% | +20.8% | -30.5% | -8.2% |
| 6M | +8.6% | +1.1% | +7.5% | +9.5% |
| YTD | +33.0% | +32.5% | +0.5% | +39.8% |
| 1Y | +68.3% | +51.5% | +16.8% | +82.9% |
| All | +68.3% | +53.7% | +14.6% | +82.9% |
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