+155.0%
HPE vs WPM
+46.6%
+108.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +2.1% | +10.4% | +12.0% |
| 7D | +19.4% | -0.6% | +20.0% | +19.6% |
| 30D | +5.6% | +14.4% | -8.8% | +2.8% |
| 3M | +33.1% | +37.0% | -3.9% | +23.8% |
| 6M | +192.5% | +4.1% | +188.3% | +180.4% |
| YTD | +160.9% | +31.7% | +129.2% | +149.8% |
| 1Y | +155.0% | +44.2% | +110.8% | +142.1% |
| All | +155.0% | +46.6% | +108.4% | +142.1% |
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