+210.2%
HD vs WPM
+523.6%
-313.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.1% |
| 7D | -1.8% | +3.9% | -5.7% | -2.2% |
| 30D | -10.8% | +17.7% | -28.5% | -12.4% |
| 3M | -2.7% | +39.4% | -42.1% | -6.2% |
| 6M | -10.3% | +6.4% | -16.7% | -11.4% |
| YTD | -7.8% | +34.0% | -41.8% | -11.3% |
| 1Y | -23.1% | +50.5% | -73.6% | -27.1% |
| 3Y | +2.0% | +280.3% | -278.3% | -13.2% |
| 5Y | +6.2% | +266.3% | -260.1% | -10.5% |
| 10Y | +210.2% | +550.8% | -340.6% | +158.7% |
| All | +210.2% | +523.6% | -313.5% | +158.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling