+220.7%
ROL vs WPM
+749.7%
-529.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.8% | +2.6% |
| 7D | +3.0% | -3.6% | +6.5% | +3.3% |
| 30D | +19.8% | +1.4% | +18.3% | +19.4% |
| 3M | +7.9% | -0.2% | +8.1% | +7.5% |
| 6M | -25.6% | -7.3% | -18.3% | -25.6% |
| YTD | -34.1% | +12.3% | -46.5% | -35.7% |
| 1Y | -31.4% | +24.9% | -56.3% | -33.9% |
| 3Y | +4.7% | +210.4% | -205.7% | -8.8% |
| 5Y | +15.6% | +210.4% | -194.8% | -0.2% |
| All | +220.7% | +749.7% | -529.0% | +174.9% |
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