+65.2%
HAS vs WPM
+38.8%
+26.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +12.0% | -8.9% | +1.7% |
| 7D | +2.4% | +3.9% | -1.5% | +1.9% |
| 30D | +31.6% | -3.5% | +35.1% | +31.9% |
| 3M | +33.9% | +14.1% | +19.8% | +30.5% |
| 6M | +31.4% | +6.2% | +25.2% | +28.0% |
| YTD | +51.6% | +12.4% | +39.3% | +46.2% |
| 1Y | +65.2% | +40.0% | +25.2% | +53.6% |
| All | +65.2% | +38.8% | +26.4% | +53.6% |
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