+1,383.2%
STX vs WPM
+279.1%
+1,104.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.1% | +6.4% | +6.5% |
| 7D | +10.7% | +7.0% | +3.7% | +8.3% |
| 30D | +11.3% | +15.7% | -4.5% | +5.5% |
| 3M | +3.2% | +35.2% | -32.0% | -7.7% |
| 6M | +157.0% | +6.1% | +150.9% | +146.1% |
| YTD | +229.2% | +32.6% | +196.6% | +196.2% |
| 1Y | +381.8% | +46.9% | +334.9% | +320.8% |
| 3Y | +1,383.2% | +276.3% | +1,106.9% | +943.4% |
| All | +1,383.2% | +279.1% | +1,104.1% | +943.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling