-4.9%
SHOP vs WPM
+38.8%
-43.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +12.0% | -4.7% | +3.9% |
| 7D | -9.0% | +3.9% | -12.9% | -10.2% |
| 30D | -4.4% | -3.5% | -0.9% | -3.9% |
| 3M | +24.1% | +14.1% | +10.0% | +19.2% |
| 6M | +20.0% | +6.2% | +13.7% | +15.6% |
| YTD | -4.9% | +12.4% | -17.3% | -13.3% |
| 1Y | -4.9% | +40.0% | -44.9% | -21.7% |
| All | -4.9% | +38.8% | -43.7% | -21.7% |
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 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