-33.7%
STX vs WPM
-2.9%
-30.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.8% | +10.7% | +10.1% |
| 7D | -1.0% | +3.1% | -4.1% | -1.5% |
| 30D | -26.8% | -1.8% | -24.9% | -25.6% |
| 3M | -32.7% | +1.0% | -33.7% | -33.5% |
| 6M | -33.7% | -5.4% | -28.3% | -35.0% |
| All | -33.7% | -2.9% | -30.9% | -35.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling