+16.8%
KMB vs WPM
+502.1%
-485.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.0% | -1.9% |
| 7D | -2.7% | +7.0% | -9.7% | -3.2% |
| 30D | -5.0% | +15.7% | -20.8% | -6.0% |
| 3M | +6.6% | +35.2% | -28.6% | +4.3% |
| 6M | +1.0% | +6.1% | -5.1% | +0.2% |
| YTD | +6.0% | +32.6% | -26.6% | +3.4% |
| 1Y | -16.6% | +46.9% | -63.5% | -19.4% |
| 3Y | -8.6% | +276.3% | -284.9% | -17.7% |
| 5Y | -10.9% | +260.0% | -270.9% | -20.1% |
| 10Y | +16.8% | +508.5% | -491.7% | +6.1% |
| All | +16.8% | +502.1% | -485.2% | +6.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling