+919.5%
LNT vs WPM
+5,810.9%
-4,891.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.7% | +2.8% | -0.5% |
| 7D | -1.1% | -3.6% | +2.5% | -0.7% |
| 30D | -1.9% | +12.5% | -14.4% | -3.3% |
| 3M | -7.2% | +40.6% | -47.8% | -10.8% |
| 6M | -3.9% | +0.5% | -4.4% | -4.7% |
| YTD | +5.9% | +29.0% | -23.2% | +1.8% |
| 1Y | +8.4% | +43.8% | -35.4% | +2.7% |
| 3Y | +46.6% | +266.3% | -219.7% | +24.3% |
| 5Y | +32.4% | +255.1% | -222.7% | +11.7% |
| 10Y | +147.9% | +526.8% | -378.9% | +91.0% |
| All | +919.5% | +5,810.9% | -4,891.5% | +434.2% |
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 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