+66.7%
HDB vs WPM
+749.7%
-683.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.7% | +0.5% |
| 7D | +2.7% | -3.6% | +6.3% | +3.2% |
| 30D | +14.1% | +1.4% | +12.7% | +13.7% |
| 3M | +11.8% | -0.2% | +12.0% | +11.4% |
| 6M | +8.2% | -7.3% | +15.5% | +8.4% |
| YTD | -29.3% | +12.3% | -41.7% | -31.3% |
| 1Y | -28.8% | +24.9% | -53.7% | -31.9% |
| 3Y | -7.5% | +210.4% | -217.8% | -23.0% |
| 5Y | -23.1% | +210.4% | -233.4% | -37.0% |
| All | +66.7% | +749.7% | -683.0% | +21.0% |
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 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