+517.6%
SPMO vs WPM
+558.4%
-40.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | +0.3% |
| 7D | -0.9% | -0.6% | -0.4% | -0.9% |
| 30D | -1.9% | +14.4% | -16.3% | -3.8% |
| 3M | -1.4% | +37.0% | -38.3% | -5.7% |
| 6M | +25.5% | +4.1% | +21.4% | +23.8% |
| YTD | +24.8% | +31.7% | -6.9% | +19.3% |
| 1Y | +24.5% | +44.2% | -19.7% | +17.4% |
| 3Y | +157.1% | +265.5% | -108.4% | +115.0% |
| 5Y | +149.5% | +262.5% | -113.0% | +106.2% |
| All | +517.6% | +558.4% | -40.8% | +401.2% |
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