+96.9%
PSX vs WPM
+38.8%
+58.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +12.0% | -16.5% | -3.4% |
| 7D | -5.2% | +3.9% | -9.1% | -4.6% |
| 30D | -3.7% | -3.5% | -0.2% | -3.5% |
| 3M | +26.8% | +14.1% | +12.7% | +28.7% |
| 6M | +47.3% | +6.2% | +41.1% | +49.6% |
| YTD | +105.4% | +12.4% | +93.0% | +102.3% |
| 1Y | +96.9% | +40.0% | +57.0% | +88.5% |
| All | +96.9% | +38.8% | +58.1% | +88.5% |
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