-24.5%
KVUE vs WPM
+210.8%
-235.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.1% | -0.2% |
| 7D | -5.1% | -0.6% | -4.6% | -5.1% |
| 30D | -6.3% | +14.4% | -20.7% | -6.9% |
| 3M | -0.5% | +37.0% | -37.5% | -2.0% |
| 6M | +3.1% | +4.1% | -1.0% | +2.7% |
| YTD | +6.7% | +31.7% | -25.0% | +5.2% |
| 1Y | -1.1% | +44.2% | -45.3% | -3.3% |
| 3Y | -8.7% | +265.5% | -274.2% | -20.0% |
| All | -24.5% | +210.8% | -235.3% | -33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling