+131.2%
SLB vs WPM
+5,967.5%
-5,836.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.2% | +0.4% |
| 7D | +0.8% | +1.1% | -0.2% | +0.5% |
| 30D | +15.8% | +26.4% | -10.5% | +8.8% |
| 3M | -0.3% | +20.8% | -21.2% | -5.8% |
| 6M | +21.3% | +1.1% | +20.2% | +19.0% |
| YTD | +52.3% | +32.5% | +19.8% | +38.6% |
| 1Y | +63.6% | +51.5% | +12.1% | +43.0% |
| 3Y | +3.8% | +267.0% | -263.3% | -29.6% |
| 5Y | +128.6% | +250.1% | -121.5% | +54.1% |
| 10Y | -3.1% | +540.4% | -543.4% | -49.6% |
| All | +131.2% | +5,967.5% | -5,836.3% | -48.3% |
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 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