+276.2%
HPE vs WPM
+210.4%
+65.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.3% | -3.5% | -3.7% |
| 7D | +7.9% | -3.6% | +11.4% | +8.5% |
| 30D | -23.5% | +1.4% | -24.9% | -23.9% |
| 3M | -19.1% | -0.2% | -18.9% | -19.2% |
| 6M | +51.4% | -7.3% | +58.7% | +52.0% |
| YTD | +103.4% | +12.3% | +91.1% | +97.4% |
| 1Y | +114.4% | +24.9% | +89.5% | +104.8% |
| 3Y | +224.7% | +210.4% | +14.3% | +160.7% |
| All | +276.2% | +210.4% | +65.9% | +192.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling