+58.5%
HAS vs WPM
+26.6%
+31.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.8% | +0.7% | -1.7% |
| 7D | +1.6% | -0.5% | +2.1% | +1.6% |
| 30D | +26.6% | -3.1% | +29.7% | +26.7% |
| 3M | +29.0% | -2.2% | +31.1% | +28.5% |
| 6M | +30.6% | -7.4% | +38.0% | +30.4% |
| YTD | +51.5% | +12.6% | +38.9% | +46.6% |
| 1Y | +58.5% | +22.8% | +35.6% | +50.8% |
| All | +58.5% | +26.6% | +31.9% | +50.8% |
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 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