+94.1%
HUT vs WPM
+261.1%
-167.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.1% | +6.3% | +6.3% |
| 7D | +28.3% | +7.0% | +21.2% | +23.3% |
| 30D | +12.3% | +15.7% | -3.4% | +2.5% |
| 3M | -16.8% | +35.2% | -52.0% | -31.9% |
| 6M | +111.4% | +6.1% | +105.3% | +101.3% |
| YTD | +116.6% | +32.6% | +84.0% | +85.0% |
| 1Y | +290.5% | +46.9% | +243.6% | +215.5% |
| 3Y | +792.3% | +276.3% | +516.0% | +283.3% |
| 5Y | +94.1% | +260.0% | -165.9% | -20.0% |
| All | +94.1% | +261.1% | -167.0% | -20.0% |
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