+635.0%
HLT vs WPM
+788.9%
-153.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.7% | +3.4% | 0.0% |
| 7D | -2.6% | -3.6% | +1.0% | -2.3% |
| 30D | -2.6% | +12.5% | -15.1% | -3.5% |
| 3M | -9.4% | +40.6% | -50.0% | -11.7% |
| 6M | +2.7% | +0.5% | +2.2% | +2.2% |
| YTD | +6.8% | +29.0% | -22.3% | +4.2% |
| 1Y | +12.4% | +43.8% | -31.5% | +8.7% |
| 3Y | +100.2% | +266.3% | -166.1% | +80.3% |
| 5Y | +143.7% | +255.1% | -111.4% | +118.1% |
| 10Y | +584.9% | +526.8% | +58.0% | +491.0% |
| All | +635.0% | +788.9% | -153.8% | +517.3% |
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