+71.8%
ILMN vs WPM
+26.6%
+45.2%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.2% | -1.0% |
| 7D | +0.7% | -0.5% | +1.2% | +0.9% |
| 30D | -22.7% | -3.1% | -19.6% | -22.2% |
| 3M | +8.6% | -2.2% | +10.8% | +9.5% |
| 6M | +43.8% | -7.4% | +51.2% | +45.8% |
| YTD | +59.8% | +12.6% | +47.1% | +49.8% |
| 1Y | +71.8% | +22.8% | +49.0% | +55.4% |
| All | +71.8% | +26.6% | +45.2% | +55.4% |
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