+82.0%
HAL vs WPM
+5,535.3%
-5,453.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.6% | -5.5% | -1.4% |
| 7D | -7.9% | +20.8% | -28.7% | -12.9% |
| 30D | -2.1% | +3.8% | -5.9% | -3.7% |
| 3M | +0.4% | +7.4% | -7.0% | -2.8% |
| 6M | -19.2% | +4.0% | -23.2% | -22.1% |
| YTD | +14.4% | +23.0% | -8.7% | +2.9% |
| 1Y | +18.0% | +45.9% | -28.0% | +0.7% |
| 3Y | -9.7% | +242.9% | -252.6% | -42.7% |
| 5Y | +40.1% | +259.5% | -219.4% | -14.0% |
| 10Y | -19.1% | +577.7% | -596.8% | -63.0% |
| All | +82.0% | +5,535.3% | -5,453.2% | -66.8% |
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