+1,144.9%
STX vs WPM
+261.1%
+883.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.1% | +6.4% | +6.5% |
| 7D | +10.7% | +7.0% | +3.7% | +8.5% |
| 30D | +11.3% | +15.7% | -4.5% | +6.0% |
| 3M | +3.2% | +35.2% | -32.0% | -6.5% |
| 6M | +157.0% | +6.1% | +150.9% | +147.6% |
| YTD | +229.2% | +32.6% | +196.6% | +199.5% |
| 1Y | +381.8% | +46.9% | +334.9% | +326.5% |
| 3Y | +1,383.2% | +276.3% | +1,106.9% | +946.4% |
| 5Y | +1,144.9% | +260.0% | +884.9% | +688.2% |
| All | +1,144.9% | +261.1% | +883.8% | +688.2% |
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 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