-28.8%
HDB vs WPM
+21.9%
-50.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.7% | +0.5% |
| 7D | +2.7% | -3.6% | +6.3% | +3.3% |
| 30D | +14.1% | +1.4% | +12.7% | +13.6% |
| 3M | +11.8% | -0.2% | +12.0% | +11.3% |
| 6M | +8.2% | -7.3% | +15.5% | +8.1% |
| YTD | -29.3% | +12.3% | -41.7% | -29.6% |
| 1Y | -28.8% | +24.9% | -53.7% | -29.7% |
| All | -28.8% | +21.9% | -50.7% | -29.7% |
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 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