+2,989.4%
SHOP vs WPM
+523.6%
+2,465.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.1% | -6.5% | -5.7% |
| 7D | -10.6% | +3.9% | -14.5% | -11.4% |
| 30D | -18.3% | +17.7% | -36.0% | -21.5% |
| 3M | +14.8% | +39.4% | -24.6% | +5.8% |
| 6M | -5.0% | +6.4% | -11.4% | -7.5% |
| YTD | -21.2% | +34.0% | -55.2% | -27.8% |
| 1Y | -11.6% | +50.5% | -62.1% | -21.5% |
| 3Y | +101.2% | +280.3% | -179.1% | +38.3% |
| 5Y | -15.7% | +266.3% | -282.0% | -42.4% |
| 10Y | +2,989.4% | +550.8% | +2,438.6% | +1,908.3% |
| All | +2,989.4% | +523.6% | +2,465.8% | +1,908.3% |
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