-4.5%
HAL vs WPM
+279.1%
-283.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +0.5% | +7.0% | -6.6% | +0.3% |
| 30D | +15.9% | +15.7% | +0.2% | +15.3% |
| 3M | -8.7% | +35.2% | -43.9% | -9.6% |
| 6M | +9.0% | +6.1% | +2.9% | +9.1% |
| YTD | +32.0% | +32.6% | -0.6% | +29.9% |
| 1Y | +72.5% | +46.9% | +25.6% | +68.1% |
| 3Y | -4.5% | +276.3% | -280.8% | -25.3% |
| All | -4.5% | +279.1% | -283.6% | -25.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling