+9,876.4%
STX vs WPM
+5,967.5%
+3,908.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.1% | +7.4% | +6.5% |
| 7D | +2.4% | +1.1% | +1.3% | +2.1% |
| 30D | +1.4% | +26.4% | -25.0% | -3.3% |
| 3M | -8.2% | +20.8% | -29.1% | -11.7% |
| 6M | +127.0% | +1.1% | +125.9% | +124.7% |
| YTD | +209.1% | +32.5% | +176.7% | +191.8% |
| 1Y | +365.4% | +51.5% | +313.9% | +329.0% |
| 3Y | +1,135.4% | +267.0% | +868.4% | +871.0% |
| 5Y | +991.5% | +250.1% | +741.4% | +751.8% |
| 10Y | +3,695.8% | +540.4% | +3,155.5% | +2,430.6% |
| All | +9,876.4% | +5,967.5% | +3,908.9% | +4,441.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling