+267.4%
RTX vs WPM
+749.7%
-482.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | +4.8% | -3.6% | +8.3% | +5.1% |
| 30D | +6.5% | +1.4% | +5.1% | +6.2% |
| 3M | -9.6% | -0.2% | -9.5% | -10.0% |
| 6M | +12.3% | -7.3% | +19.6% | +12.3% |
| YTD | +9.5% | +12.3% | -2.9% | +7.0% |
| 1Y | +15.8% | +24.9% | -9.1% | +12.1% |
| 3Y | +157.0% | +210.4% | -53.4% | +127.0% |
| 5Y | +148.8% | +210.4% | -61.5% | +117.5% |
| All | +267.4% | +749.7% | -482.3% | +195.2% |
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 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