+428.1%
WMT vs WPM
+558.4%
-130.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.7% | +1.2% |
| 7D | 0.0% | -0.6% | +0.6% | 0.0% |
| 30D | -7.4% | +14.4% | -21.8% | -8.2% |
| 3M | -10.9% | +37.0% | -47.8% | -12.6% |
| 6M | -12.7% | +4.1% | -16.8% | -13.1% |
| YTD | -3.2% | +31.7% | -34.9% | -5.5% |
| 1Y | +5.3% | +44.2% | -38.9% | +2.0% |
| 3Y | +101.9% | +265.5% | -163.6% | +83.4% |
| 5Y | +134.6% | +262.5% | -127.9% | +111.9% |
| All | +428.1% | +558.4% | -130.3% | +382.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling