+368.5%
PSX vs WPM
+261.4%
+107.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.4% | +0.6% |
| 7D | +1.8% | +3.9% | -2.0% | +1.6% |
| 30D | +21.6% | +17.7% | +4.0% | +20.2% |
| 3M | +46.5% | +39.4% | +7.0% | +42.6% |
| 6M | +62.0% | +6.4% | +55.6% | +61.3% |
| YTD | +106.3% | +34.0% | +72.3% | +98.6% |
| 1Y | +103.0% | +50.5% | +52.5% | +91.7% |
| 3Y | +135.5% | +280.3% | -144.8% | +83.9% |
| 5Y | +368.5% | +266.3% | +102.2% | +254.9% |
| All | +368.5% | +261.4% | +107.2% | +254.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling