+1,129.2%
PSX vs WPM
+437.1%
+692.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.8% | +3.9% | +3.2% |
| 7D | -0.4% | +3.1% | -3.5% | -0.6% |
| 30D | -8.1% | -1.8% | -6.3% | -8.1% |
| 3M | +15.9% | +1.0% | +14.9% | +15.4% |
| 6M | +49.4% | -5.4% | +54.8% | +49.2% |
| YTD | +104.7% | +15.9% | +88.8% | +99.2% |
| 1Y | +89.1% | +30.8% | +58.3% | +81.8% |
| 3Y | +151.7% | +222.6% | -70.9% | +117.9% |
| 5Y | +298.3% | +227.4% | +70.9% | +240.6% |
| 10Y | +357.1% | +757.8% | -400.8% | +245.3% |
| All | +1,129.2% | +437.1% | +692.0% | +886.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling