+1,048.7%
WMB vs WPM
+5,967.5%
-4,918.8%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.4% |
| 7D | +0.6% | +1.1% | -0.5% | +0.2% |
| 30D | +3.3% | +26.4% | -23.1% | -2.7% |
| 3M | +3.1% | +20.8% | -17.7% | -2.5% |
| 6M | -0.7% | +1.1% | -1.8% | -3.1% |
| YTD | +25.2% | +32.5% | -7.3% | +13.6% |
| 1Y | +32.9% | +51.5% | -18.7% | +16.0% |
| 3Y | +140.6% | +267.0% | -126.5% | +66.2% |
| 5Y | +273.5% | +250.1% | +23.3% | +155.5% |
| 10Y | +334.2% | +540.4% | -206.2% | +132.5% |
| All | +1,048.7% | +5,967.5% | -4,918.8% | +147.6% |
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