+134.1%
PSX vs WPM
+279.1%
-145.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +2.8% | +7.0% | -4.2% | +3.0% |
| 30D | +27.8% | +15.7% | +12.0% | +28.1% |
| 3M | +42.0% | +35.2% | +6.8% | +42.8% |
| 6M | +58.1% | +6.1% | +52.0% | +59.6% |
| YTD | +105.0% | +32.6% | +72.5% | +104.8% |
| 1Y | +104.9% | +46.9% | +58.0% | +103.7% |
| 3Y | +134.1% | +276.3% | -142.2% | +112.8% |
| All | +134.1% | +279.1% | -145.0% | +112.8% |
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 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