+13.1%
HPQ vs WPM
+210.4%
-197.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +1.9% | +1.7% |
| 7D | +3.2% | -3.6% | +6.7% | +3.6% |
| 30D | -3.6% | +1.4% | -5.1% | -4.1% |
| 3M | -5.3% | -0.2% | -5.1% | -5.9% |
| 6M | +41.1% | -7.3% | +48.5% | +41.3% |
| YTD | +36.9% | +12.3% | +24.5% | +31.2% |
| 1Y | +23.5% | +24.9% | -1.4% | +16.2% |
| 3Y | +19.6% | +210.4% | -190.8% | -10.3% |
| All | +13.1% | +210.4% | -197.3% | -17.3% |
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 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