+952.7%
WMB vs WPM
+5,248.7%
-4,296.0%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.1% | +6.6% | +2.7% |
| 7D | -6.9% | +16.4% | -23.3% | -10.4% |
| 30D | -7.2% | -1.5% | -5.7% | -7.4% |
| 3M | -5.4% | +2.6% | -8.0% | -7.1% |
| 6M | -4.9% | -1.3% | -3.5% | -6.7% |
| YTD | +14.7% | +16.8% | -2.1% | +6.4% |
| 1Y | +14.7% | +34.1% | -19.4% | +2.7% |
| 3Y | +116.4% | +225.1% | -108.8% | +52.8% |
| 5Y | +198.5% | +234.5% | -36.0% | +105.0% |
| 10Y | +266.3% | +674.1% | -407.8% | +85.5% |
| All | +952.7% | +5,248.7% | -4,296.0% | +131.9% |
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