+283.9%
RTX vs WPM
+523.6%
-239.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.7% |
| 7D | -1.6% | +3.9% | -5.5% | -1.9% |
| 30D | -11.6% | +17.7% | -29.2% | -12.9% |
| 3M | +9.2% | +39.4% | -30.3% | +5.8% |
| 6M | -4.4% | +6.4% | -10.8% | -5.5% |
| YTD | +8.9% | +34.0% | -25.1% | +5.4% |
| 1Y | +32.1% | +50.5% | -18.4% | +26.3% |
| 3Y | +151.2% | +280.3% | -129.1% | +120.9% |
| 5Y | +162.9% | +266.3% | -103.4% | +129.8% |
| 10Y | +283.9% | +550.8% | -266.9% | +220.1% |
| All | +283.9% | +523.6% | -239.7% | +220.1% |
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