-6.6%
KMB vs WPM
+280.0%
-286.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.5% |
| 7D | -3.0% | +1.1% | -4.1% | -3.1% |
| 30D | -5.5% | +26.4% | -31.8% | -6.7% |
| 3M | +14.0% | +20.8% | -6.9% | +12.7% |
| 6M | +4.1% | +1.1% | +3.0% | +4.0% |
| YTD | +8.0% | +32.5% | -24.4% | +6.1% |
| 1Y | -13.7% | +51.5% | -65.3% | -16.2% |
| All | -6.6% | +280.0% | -286.5% | -14.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling