+39.4%
SHEL vs WPM
+46.6%
-7.2%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.2% | +0.8% |
| 7D | +4.1% | -0.6% | +4.7% | +4.1% |
| 30D | +8.4% | +14.4% | -6.0% | +8.1% |
| 3M | +13.7% | +37.0% | -23.3% | +12.9% |
| 6M | +12.7% | +4.1% | +8.6% | +13.6% |
| YTD | +35.3% | +31.7% | +3.6% | +35.1% |
| 1Y | +39.4% | +44.2% | -4.8% | +37.6% |
| All | +39.4% | +46.6% | -7.2% | +37.6% |
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