+65.3%
RIG vs WPM
+252.7%
-187.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.7% | +4.7% | +2.1% |
| 7D | -4.2% | -3.6% | -0.5% | -3.2% |
| 30D | -0.7% | +12.5% | -13.2% | -4.3% |
| 3M | -4.0% | +40.6% | -44.6% | -13.8% |
| 6M | -6.3% | +0.5% | -6.9% | -8.2% |
| YTD | +39.7% | +29.0% | +10.7% | +24.8% |
| 1Y | +78.1% | +43.8% | +34.3% | +51.6% |
| 3Y | -29.5% | +266.3% | -295.7% | -60.7% |
| 5Y | +65.3% | +255.1% | -189.8% | -4.0% |
| All | +65.3% | +252.7% | -187.3% | -4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling