+100.7%
SLB vs WPM
+5,236.6%
-5,135.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.9% | -2.3% | -0.2% |
| 7D | -7.1% | +16.9% | -24.0% | -10.9% |
| 30D | +4.1% | +2.0% | +2.1% | +3.1% |
| 3M | -2.6% | +8.9% | -11.6% | -5.6% |
| 6M | -8.6% | +1.6% | -10.1% | -10.4% |
| YTD | +32.2% | +16.5% | +15.7% | +23.5% |
| 1Y | +40.7% | +42.2% | -1.6% | +24.7% |
| 3Y | -4.5% | +213.3% | -217.8% | -32.8% |
| 5Y | +66.4% | +249.9% | -183.6% | +11.6% |
| 10Y | -15.1% | +549.4% | -564.4% | -56.3% |
| All | +100.7% | +5,236.6% | -5,135.9% | -53.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling