+269.0%
RTX vs WPM
+659.5%
-390.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.6% |
| 7D | +1.4% | +3.1% | -1.7% | +1.2% |
| 30D | +7.8% | -1.8% | +9.7% | +7.9% |
| 3M | -9.8% | +1.0% | -10.8% | -10.2% |
| 6M | +13.5% | -5.4% | +19.0% | +13.4% |
| YTD | +10.9% | +15.9% | -4.9% | +8.2% |
| 1Y | +14.0% | +30.8% | -16.8% | +9.9% |
| 3Y | +159.9% | +222.6% | -62.7% | +128.9% |
| 5Y | +151.7% | +227.4% | -75.7% | +119.2% |
| 10Y | +269.0% | +757.8% | -488.8% | +196.7% |
| All | +269.0% | +659.5% | -390.5% | +196.7% |
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