+8.3%
LNT vs WPM
+53.7%
-45.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.0% | 0.0% |
| 7D | -0.1% | +1.1% | -1.2% | -0.1% |
| 30D | -3.2% | +26.4% | -29.5% | -3.6% |
| 3M | -4.1% | +20.8% | -24.9% | -4.2% |
| 6M | -4.6% | +1.1% | -5.7% | -4.4% |
| YTD | +7.0% | +32.5% | -25.5% | +5.8% |
| 1Y | +8.3% | +51.5% | -43.2% | +4.7% |
| All | +8.3% | +53.7% | -45.5% | +4.7% |
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