+100.6%
SLB vs WPM
+5,248.7%
-5,148.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.1% | +4.1% | +0.3% |
| 7D | -4.3% | +16.4% | -20.6% | -8.1% |
| 30D | +1.9% | -1.5% | +3.4% | +1.8% |
| 3M | -5.7% | +2.6% | -8.3% | -7.2% |
| 6M | -5.3% | -1.3% | -4.0% | -6.6% |
| YTD | +32.2% | +16.8% | +15.4% | +23.3% |
| 1Y | +38.5% | +34.1% | +4.4% | +24.5% |
| 3Y | +1.1% | +225.1% | -224.0% | -29.6% |
| 5Y | +70.3% | +234.5% | -164.2% | +15.5% |
| 10Y | -17.3% | +674.1% | -691.4% | -59.3% |
| All | +100.6% | +5,248.7% | -5,148.1% | -54.0% |
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