+1,065.2%
NRG vs WPM
+558.4%
+506.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.5% | +1.3% |
| 7D | -4.7% | -0.6% | -4.1% | -4.6% |
| 30D | -6.0% | +14.4% | -20.4% | -8.4% |
| 3M | -8.0% | +37.0% | -44.9% | -13.4% |
| 6M | -23.2% | +4.1% | -27.3% | -24.5% |
| YTD | -28.1% | +31.7% | -59.8% | -32.1% |
| 1Y | -27.3% | +44.2% | -71.4% | -32.6% |
| 3Y | +208.7% | +265.5% | -56.8% | +144.1% |
| 5Y | +197.7% | +262.5% | -64.8% | +131.8% |
| All | +1,065.2% | +558.4% | +506.8% | +775.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling