+945.9%
HAS vs WPM
+5,236.6%
-4,290.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.9% | -3.4% | -0.8% |
| 7D | -0.2% | +16.9% | -17.1% | -1.5% |
| 30D | +31.0% | +2.0% | +29.1% | +30.7% |
| 3M | +30.7% | +8.9% | +21.7% | +29.3% |
| 6M | +23.9% | +1.6% | +22.3% | +23.0% |
| YTD | +48.3% | +16.5% | +31.8% | +45.0% |
| 1Y | +60.2% | +42.2% | +18.0% | +53.9% |
| 3Y | +189.2% | +213.3% | -24.1% | +157.2% |
| 5Y | +50.4% | +249.9% | -199.5% | +31.5% |
| 10Y | +104.2% | +549.4% | -445.2% | +64.7% |
| All | +945.9% | +5,236.6% | -4,290.7% | +558.0% |
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