+489.2%
SPCX vs WPM
+147.6%
+341.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -1.1% |
| 7D | +3.6% | -3.6% | +7.2% | -5.0% |
| 30D | -8.6% | +1.4% | -10.0% | -12.1% |
| 3M | -1.5% | -0.2% | -1.4% | -14.6% |
| 6M | +532.9% | -1.7% | +534.6% | +508.8% |
| YTD | +538.6% | +12.3% | +526.2% | +510.0% |
| 1Y | +442.9% | +24.9% | +418.0% | +417.1% |
| All | +489.2% | +147.6% | +341.6% | +429.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling