+277.2%
KMB vs WPM
+5,967.5%
-5,690.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.6% |
| 7D | -3.0% | +1.1% | -4.1% | -3.1% |
| 30D | -5.5% | +26.4% | -31.8% | -6.6% |
| 3M | +14.0% | +20.8% | -6.9% | +12.7% |
| 6M | +4.1% | +1.1% | +3.0% | +3.7% |
| YTD | +8.0% | +32.5% | -24.4% | +6.1% |
| 1Y | -13.7% | +51.5% | -65.3% | -16.0% |
| 3Y | -5.9% | +267.0% | -273.0% | -12.6% |
| 5Y | -8.6% | +250.1% | -258.7% | -15.4% |
| 10Y | +17.3% | +540.4% | -523.1% | +4.4% |
| All | +277.2% | +5,967.5% | -5,690.3% | +178.1% |
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 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