+331.9%
RCL vs WPM
+749.7%
-417.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | -1.2% | -3.6% | +2.4% | -0.7% |
| 30D | +17.8% | +1.4% | +16.4% | +17.5% |
| 3M | +4.9% | -0.2% | +5.1% | +4.5% |
| 6M | +23.7% | -7.3% | +31.0% | +24.0% |
| YTD | +17.8% | +12.3% | +5.5% | +14.5% |
| 1Y | +28.9% | +24.9% | +4.0% | +23.6% |
| 3Y | +241.9% | +210.4% | +31.5% | +185.3% |
| 5Y | +295.4% | +210.4% | +85.1% | +223.4% |
| All | +331.9% | +749.7% | -417.8% | +219.1% |
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