-7.2%
SYK vs WPM
+259.8%
-267.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.7% | +1.7% | -1.8% |
| 7D | -12.3% | -3.6% | -8.7% | -12.2% |
| 30D | -22.4% | +12.5% | -34.9% | -23.0% |
| 3M | -12.3% | +40.6% | -52.9% | -14.0% |
| 6M | -24.3% | +0.5% | -24.9% | -24.3% |
| YTD | -22.8% | +29.0% | -51.8% | -24.7% |
| 1Y | -28.8% | +43.8% | -72.6% | -31.5% |
| All | -7.2% | +259.8% | -267.0% | -20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling