+27.8%
KEY vs WPM
+5,236.6%
-5,208.8%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.9% | -3.4% | -0.9% |
| 7D | -1.3% | +16.9% | -18.2% | -3.2% |
| 30D | +5.1% | +2.0% | +3.2% | +4.7% |
| 3M | -7.1% | +8.9% | -16.0% | -8.5% |
| 6M | -4.4% | +1.6% | -6.0% | -5.4% |
| YTD | +4.0% | +16.5% | -12.5% | +0.5% |
| 1Y | +23.4% | +42.2% | -18.8% | +16.2% |
| 3Y | +113.9% | +213.3% | -99.4% | +79.6% |
| 5Y | +12.3% | +249.9% | -237.6% | -8.6% |
| 10Y | +125.5% | +549.4% | -423.9% | +58.5% |
| All | +27.8% | +5,236.6% | -5,208.8% | -46.9% |
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