+1,450.1%
QLD vs WPM
+556.6%
+893.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.1% | +3.9% | +0.2% |
| 7D | -3.8% | +16.4% | -20.1% | -8.0% |
| 30D | -20.5% | -1.5% | -19.1% | -20.3% |
| 3M | -14.6% | +2.6% | -17.2% | -15.8% |
| 6M | -14.7% | -1.3% | -13.3% | -15.3% |
| YTD | +11.2% | +16.8% | -5.6% | +4.4% |
| 1Y | +7.1% | +34.1% | -27.0% | -3.3% |
| 3Y | +141.1% | +225.1% | -84.0% | +67.1% |
| 5Y | +84.3% | +234.5% | -150.2% | +24.3% |
| 10Y | +1,450.1% | +674.1% | +776.0% | +887.7% |
| All | +1,450.1% | +556.6% | +893.4% | +887.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling