+251.6%
ORCL vs WPM
+553.6%
-302.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.6% | -2.4% | +2.4% |
| 7D | +0.5% | +20.8% | -20.3% | -2.4% |
| 30D | -15.3% | +3.8% | -19.1% | -15.8% |
| 3M | -18.2% | +7.4% | -25.6% | -19.2% |
| 6M | -38.4% | +4.0% | -42.4% | -39.1% |
| YTD | -37.7% | +23.0% | -60.7% | -39.8% |
| 1Y | -49.3% | +45.9% | -95.2% | -51.9% |
| 3Y | +10.6% | +242.9% | -232.3% | -3.9% |
| 5Y | +35.5% | +259.5% | -224.0% | +16.2% |
| 10Y | +251.6% | +577.7% | -326.1% | +193.8% |
| All | +251.6% | +553.6% | -302.0% | +193.8% |
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