+243.8%
HPQ vs WPM
+558.4%
-314.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.1% | +6.3% | +8.2% |
| 7D | +9.8% | -0.6% | +10.3% | +9.8% |
| 30D | +22.4% | +14.4% | +7.9% | +20.4% |
| 3M | +45.2% | +37.0% | +8.2% | +39.9% |
| 6M | +96.4% | +4.1% | +92.3% | +94.2% |
| YTD | +65.4% | +31.7% | +33.7% | +58.5% |
| 1Y | +31.6% | +44.2% | -12.6% | +24.5% |
| 3Y | +37.0% | +265.5% | -228.5% | +14.1% |
| 5Y | +53.0% | +262.5% | -209.5% | +25.4% |
| All | +243.8% | +558.4% | -314.6% | +178.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling