+115.0%
ILMN vs WPM
+46.9%
+68.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.3% |
| 7D | +1.9% | +7.0% | -5.1% | +0.7% |
| 30D | +12.3% | +15.7% | -3.4% | +9.9% |
| 3M | +33.5% | +35.2% | -1.7% | +27.6% |
| 6M | +69.4% | +6.1% | +63.3% | +67.5% |
| YTD | +60.9% | +32.6% | +28.3% | +51.3% |
| 1Y | +115.0% | +46.9% | +68.1% | +97.0% |
| All | +115.0% | +46.9% | +68.1% | +97.0% |
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 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