-33.2%
ROL vs WPM
+32.1%
-65.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.1% |
| 7D | +0.8% | +3.1% | -2.3% | +0.7% |
| 30D | +20.6% | -1.8% | +22.4% | +20.4% |
| 3M | +4.5% | +1.0% | +3.5% | +4.1% |
| 6M | -26.5% | -5.4% | -21.1% | -26.1% |
| YTD | -34.8% | +15.9% | -50.7% | -34.5% |
| 1Y | -33.2% | +30.8% | -64.0% | -32.4% |
| All | -33.2% | +32.1% | -65.3% | -32.4% |
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