+285.3%
WMB vs WPM
+261.1%
+24.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.1% | +2.2% | +2.3% |
| 7D | +0.8% | +7.0% | -6.2% | -0.1% |
| 30D | +7.7% | +15.7% | -8.0% | +5.4% |
| 3M | +6.7% | +35.2% | -28.5% | +1.8% |
| 6M | +3.6% | +6.1% | -2.5% | +2.2% |
| YTD | +28.0% | +32.6% | -4.6% | +20.1% |
| 1Y | +37.6% | +46.9% | -9.3% | +25.9% |
| 3Y | +149.0% | +276.3% | -127.3% | +83.0% |
| 5Y | +285.3% | +260.0% | +25.3% | +181.2% |
| All | +285.3% | +261.1% | +24.2% | +181.2% |
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