+99.6%
PSX vs WPM
+53.7%
+45.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.2% | +0.1% |
| 7D | +4.5% | +1.1% | +3.5% | +4.6% |
| 30D | +26.6% | +26.4% | +0.3% | +28.4% |
| 3M | +39.3% | +20.8% | +18.4% | +41.6% |
| 6M | +56.8% | +1.1% | +55.7% | +61.1% |
| YTD | +101.8% | +32.5% | +69.4% | +102.7% |
| 1Y | +99.6% | +51.5% | +48.1% | +102.8% |
| All | +99.6% | +53.7% | +45.9% | +102.8% |
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 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