-14.3%
QLD vs WPM
+5.1%
-19.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +0.7% | -13.5% | -13.0% |
| 7D | -18.6% | +7.5% | -26.0% | -21.1% |
| 30D | -28.3% | -3.8% | -24.5% | -27.2% |
| 3M | -20.4% | +8.0% | -28.4% | -25.0% |
| 6M | -14.3% | +6.1% | -20.3% | -19.0% |
| All | -14.3% | +5.1% | -19.4% | -19.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling