+4.7%
IYR vs WPM
+46.6%
-41.9%
-8.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.7% |
| 7D | -1.4% | -0.6% | -0.8% | -1.3% |
| 30D | -2.7% | +14.4% | -17.1% | -3.4% |
| 3M | -2.1% | +37.0% | -39.1% | -3.9% |
| 6M | +3.6% | +4.1% | -0.5% | +3.0% |
| YTD | +8.1% | +31.7% | -23.6% | +6.3% |
| 1Y | +4.7% | +44.2% | -39.5% | +2.0% |
| All | +4.7% | +46.6% | -41.9% | +2.0% |
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