+762.5%
IAU vs WPM
+5,046.3%
-4,283.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -4.6% | -3.6% | -1.0% | -3.7% |
| 30D | -5.4% | +1.4% | -6.9% | -6.0% |
| 3M | -10.9% | -0.2% | -10.7% | -11.2% |
| 6M | -17.4% | -7.3% | -10.0% | -16.4% |
| YTD | -10.2% | +12.3% | -22.6% | -13.7% |
| 1Y | -7.1% | +24.9% | -32.0% | -13.1% |
| 3Y | +97.7% | +210.4% | -112.6% | +46.4% |
| 5Y | +105.3% | +210.4% | -105.1% | +49.4% |
| 10Y | +208.0% | +731.7% | -523.6% | +68.5% |
| All | +762.5% | +5,046.3% | -4,283.8% | +153.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling