+111.7%
HAL vs WPM
+5,967.5%
-5,855.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.3% |
| 7D | +2.9% | +1.1% | +1.9% | +2.6% |
| 30D | +17.0% | +26.4% | -9.3% | +9.0% |
| 3M | -9.7% | +20.8% | -30.5% | -15.5% |
| 6M | +8.6% | +1.1% | +7.5% | +5.5% |
| YTD | +33.0% | +32.5% | +0.5% | +18.2% |
| 1Y | +68.3% | +51.5% | +16.8% | +42.2% |
| 3Y | +0.1% | +267.0% | -266.9% | -37.2% |
| 5Y | +102.6% | +250.1% | -147.5% | +26.2% |
| 10Y | +3.8% | +540.4% | -536.5% | -51.2% |
| All | +111.7% | +5,967.5% | -5,855.8% | -61.9% |
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 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