+3.4%
SLB vs WPM
+214.5%
-211.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | +3.5% | -3.6% | +7.1% | +3.9% |
| 30D | +6.5% | +1.4% | +5.1% | +6.2% |
| 3M | -0.2% | -0.2% | -0.1% | -0.5% |
| 6M | -5.7% | -7.3% | +1.6% | -5.3% |
| YTD | +36.8% | +12.3% | +24.5% | +33.6% |
| 1Y | +45.8% | +24.9% | +20.9% | +40.7% |
| 3Y | +3.4% | +210.4% | -207.0% | -12.3% |
| All | +3.4% | +214.5% | -211.1% | -12.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling