+365.4%
STX vs WPM
+53.7%
+311.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.1% | +7.4% | +6.8% |
| 7D | +2.4% | +1.1% | +1.3% | +1.8% |
| 30D | +1.4% | +26.4% | -25.0% | -9.6% |
| 3M | -8.2% | +20.8% | -29.1% | -17.1% |
| 6M | +127.0% | +1.1% | +125.9% | +120.5% |
| YTD | +209.1% | +32.5% | +176.7% | +159.2% |
| 1Y | +365.4% | +51.5% | +313.9% | +258.5% |
| All | +365.4% | +53.7% | +311.7% | +258.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling