+200.8%
WMB vs WPM
+210.4%
-9.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | +7.8% | -3.6% | +11.4% | +8.2% |
| 30D | -5.1% | +1.4% | -6.5% | -5.4% |
| 3M | -4.7% | -0.2% | -4.5% | -5.3% |
| 6M | -7.4% | -7.3% | -0.1% | -7.2% |
| YTD | +17.5% | +12.3% | +5.1% | +12.1% |
| 1Y | +19.5% | +24.9% | -5.4% | +11.4% |
| 3Y | +121.3% | +210.4% | -89.1% | +65.2% |
| All | +200.8% | +210.4% | -9.5% | +127.4% |
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 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