+449.2%
STX vs WPM
+228.0%
+221.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.1% | +4.2% | +0.5% |
| 7D | -17.3% | +16.4% | -33.6% | -20.9% |
| 30D | -35.9% | -1.5% | -34.5% | -35.8% |
| 3M | -37.3% | +2.6% | -39.9% | -38.6% |
| 6M | -35.8% | -1.3% | -34.5% | -36.9% |
| YTD | +82.7% | +16.8% | +66.0% | +71.1% |
| 1Y | +71.6% | +34.1% | +37.5% | +55.3% |
| 3Y | +635.3% | +225.1% | +410.1% | +432.9% |
| All | +449.2% | +228.0% | +221.2% | +285.2% |
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