+33.3%
SHEL vs WPM
+53.7%
-20.4%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.7% | +0.7% |
| 7D | +2.2% | +1.1% | +1.2% | +2.2% |
| 30D | +6.8% | +26.4% | -19.5% | +6.4% |
| 3M | +8.1% | +20.8% | -12.7% | +8.0% |
| 6M | +14.4% | +1.1% | +13.3% | +15.7% |
| YTD | +30.0% | +32.5% | -2.5% | +29.9% |
| 1Y | +33.3% | +51.5% | -18.2% | +32.8% |
| All | +33.3% | +53.7% | -20.4% | +32.8% |
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