-20.8%
KMB vs WPM
+47.7%
-68.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.1% | -5.2% | -4.2% |
| 7D | -8.6% | +3.9% | -12.5% | -8.8% |
| 30D | -7.5% | +17.7% | -25.2% | -8.2% |
| 3M | -0.6% | +39.4% | -40.1% | -1.9% |
| 6M | -1.5% | +6.4% | -8.0% | -1.7% |
| YTD | +1.6% | +34.0% | -32.4% | +0.8% |
| 1Y | -20.8% | +50.5% | -71.3% | -22.4% |
| All | -20.8% | +47.7% | -68.5% | -22.4% |
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