-14.9%
HAL vs WPM
+749.7%
-764.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.2% |
| 7D | +6.1% | -3.6% | +9.7% | +6.6% |
| 30D | +2.9% | +1.4% | +1.5% | +2.4% |
| 3M | +3.3% | -0.2% | +3.5% | +2.7% |
| 6M | -16.9% | -7.3% | -9.6% | -16.8% |
| YTD | +21.2% | +12.3% | +8.8% | +15.7% |
| 1Y | +27.5% | +24.9% | +2.7% | +19.3% |
| 3Y | -6.4% | +210.4% | -216.8% | -29.9% |
| 5Y | +58.0% | +210.4% | -152.3% | +16.1% |
| All | -14.9% | +749.7% | -764.6% | -45.1% |
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 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