+88.7%
RIG vs WPM
+53.7%
+35.0%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.8% | -2.7% |
| 7D | +0.9% | +1.1% | -0.2% | +0.7% |
| 30D | +13.8% | +26.4% | -12.5% | +10.2% |
| 3M | -6.4% | +20.8% | -27.2% | -8.9% |
| 6M | -8.2% | +1.1% | -9.3% | -7.9% |
| YTD | +41.6% | +32.5% | +9.2% | +33.6% |
| 1Y | +88.7% | +51.5% | +37.2% | +85.2% |
| All | +88.7% | +53.7% | +35.0% | +85.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling