+236.5%
SLV vs WPM
+1,435.3%
-1,198.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -5.1% | +1.6% | -1.0% |
| 7D | +3.7% | +16.4% | -12.7% | -3.8% |
| 30D | -15.2% | -1.5% | -13.7% | -14.7% |
| 3M | -21.8% | +2.6% | -24.3% | -23.0% |
| 6M | -36.3% | -1.3% | -35.0% | -36.0% |
| YTD | -27.8% | +16.8% | -44.6% | -30.5% |
| 1Y | +1.5% | +34.1% | -32.6% | -8.0% |
| 3Y | +128.5% | +225.1% | -96.6% | +38.1% |
| 5Y | +103.2% | +234.5% | -131.3% | +19.7% |
| 10Y | +164.7% | +674.1% | -509.4% | +2.6% |
| All | +236.5% | +1,435.3% | -1,198.8% | -25.7% |
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