+31.6%
HPQ vs WPM
+46.6%
-15.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.1% | +6.3% | +8.4% |
| 7D | +9.8% | -0.6% | +10.3% | +9.8% |
| 30D | +22.4% | +14.4% | +7.9% | +21.7% |
| 3M | +45.2% | +37.0% | +8.2% | +43.2% |
| 6M | +96.4% | +4.1% | +92.3% | +95.4% |
| YTD | +65.4% | +31.7% | +33.7% | +60.9% |
| 1Y | +31.6% | +44.2% | -12.6% | +26.3% |
| All | +31.6% | +46.6% | -15.0% | +26.3% |
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 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