+274.2%
RCL vs WPM
+212.7%
+61.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.9% | -1.5% | +0.9% |
| 7D | +6.5% | +16.9% | -10.4% | +3.7% |
| 30D | +15.9% | +2.0% | +13.9% | +15.2% |
| 3M | +2.7% | +8.9% | -6.3% | +0.4% |
| 6M | +15.2% | +1.6% | +13.7% | +13.4% |
| YTD | +19.2% | +16.5% | +2.7% | +14.8% |
| 1Y | +31.6% | +42.2% | -10.6% | +24.3% |
| 3Y | +274.2% | +213.3% | +60.9% | +207.5% |
| All | +274.2% | +212.7% | +61.4% | +207.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling