+48.6%
HAS vs WPM
+246.3%
-197.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.9% | -3.4% | -0.9% |
| 7D | -0.2% | +16.9% | -17.1% | -2.1% |
| 30D | +31.0% | +2.0% | +29.1% | +30.5% |
| 3M | +30.7% | +8.9% | +21.7% | +28.5% |
| 6M | +23.9% | +1.6% | +22.3% | +22.3% |
| YTD | +48.3% | +16.5% | +31.8% | +43.0% |
| 1Y | +60.2% | +42.2% | +18.0% | +50.3% |
| 3Y | +189.2% | +213.3% | -24.1% | +133.1% |
| All | +48.6% | +246.3% | -197.7% | +15.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling