+39.7%
HPQ vs WPM
+266.2%
-226.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.1% | +3.9% | +4.8% |
| 7D | +2.2% | +3.9% | -1.6% | +1.8% |
| 30D | +9.7% | +17.7% | -7.9% | +7.3% |
| 3M | +32.7% | +39.4% | -6.7% | +26.6% |
| 6M | +77.7% | +6.4% | +71.3% | +75.0% |
| YTD | +51.0% | +34.0% | +17.0% | +42.5% |
| 1Y | +18.4% | +50.5% | -32.1% | +9.1% |
| 3Y | +25.6% | +280.3% | -254.7% | -7.0% |
| All | +39.7% | +266.2% | -226.5% | -3.0% |
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