-2.7%
MSCI vs WPM
+46.9%
-49.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.1% | -3.9% | -3.8% |
| 7D | -2.1% | +7.0% | -9.1% | -2.0% |
| 30D | -1.7% | +15.7% | -17.5% | -1.5% |
| 3M | -8.2% | +35.2% | -43.4% | -7.5% |
| 6M | -2.4% | +6.1% | -8.5% | -1.3% |
| YTD | -2.8% | +32.6% | -35.4% | -3.2% |
| 1Y | -2.7% | +46.9% | -49.6% | -5.1% |
| All | -2.7% | +46.9% | -49.6% | -5.1% |
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 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