+27.6%
SMTC vs WPM
+210.4%
-182.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.8% | -4.0% |
| 7D | +11.0% | -3.6% | +14.6% | +12.7% |
| 30D | -28.5% | +1.4% | -29.9% | -29.1% |
| 3M | -14.2% | -0.2% | -14.0% | -15.1% |
| 6M | -18.0% | -7.3% | -10.7% | -17.0% |
| YTD | +55.5% | +12.3% | +43.2% | +45.4% |
| 1Y | +69.5% | +24.9% | +44.6% | +52.5% |
| 3Y | +699.7% | +210.4% | +489.3% | +398.1% |
| All | +27.6% | +210.4% | -182.8% | -19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling