+6,386.2%
STX vs WPM
+5,208.0%
+1,178.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -26.7% |
| 3M | -32.7% | +1.0% | -33.7% | -33.4% |
| 6M | -33.7% | -5.4% | -28.3% | -33.8% |
| YTD | +101.0% | +15.9% | +85.1% | +93.4% |
| 1Y | +92.7% | +30.8% | +61.9% | +81.6% |
| 3Y | +708.7% | +222.6% | +486.1% | +548.0% |
| 5Y | +504.0% | +227.4% | +276.6% | +375.8% |
| 10Y | +2,108.4% | +757.8% | +1,350.5% | +1,304.1% |
| All | +6,386.2% | +5,208.0% | +1,178.2% | +2,909.4% |
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 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