+1,143.3%
HDB vs WPM
+5,046.3%
-3,903.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.7% | +0.5% |
| 7D | +2.7% | -3.6% | +6.3% | +3.4% |
| 30D | +14.1% | +1.4% | +12.7% | +13.6% |
| 3M | +11.8% | -0.2% | +12.0% | +11.2% |
| 6M | +8.2% | -7.3% | +15.5% | +8.6% |
| YTD | -29.3% | +12.3% | -41.7% | -32.5% |
| 1Y | -28.8% | +24.9% | -53.7% | -33.6% |
| 3Y | -7.5% | +210.4% | -217.8% | -29.8% |
| 5Y | -23.1% | +210.4% | -233.4% | -42.9% |
| 10Y | +63.7% | +731.7% | -668.0% | -8.2% |
| All | +1,143.3% | +5,046.3% | -3,903.0% | +290.2% |
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 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