+14.3%
PFE vs WPM
+212.7%
-198.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.9% | -4.5% | -1.8% |
| 7D | -3.7% | +16.9% | -20.6% | -4.6% |
| 30D | +5.0% | +2.0% | +3.0% | +4.7% |
| 3M | +12.2% | +8.9% | +3.2% | +11.3% |
| 6M | +14.6% | +1.6% | +13.0% | +13.9% |
| YTD | +24.1% | +16.5% | +7.6% | +22.1% |
| 1Y | +26.6% | +42.2% | -15.6% | +23.1% |
| 3Y | +14.3% | +213.3% | -199.0% | +10.1% |
| All | +14.3% | +212.7% | -198.4% | +10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling