+550.8%
WPM vs COO
+36.7%
+514.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.2% | +7.3% | +2.2% |
| 7D | +3.9% | -9.0% | +12.8% | +5.7% |
| 30D | +17.7% | -16.8% | +34.5% | +21.7% |
| 3M | +39.4% | -7.5% | +46.9% | +41.2% |
| 6M | +6.4% | -16.3% | +22.7% | +9.8% |
| YTD | +34.0% | -22.5% | +56.5% | +40.2% |
| 1Y | +50.5% | -7.0% | +57.5% | +51.9% |
| 3Y | +280.3% | -27.5% | +307.8% | +296.5% |
| 5Y | +266.3% | -43.3% | +309.7% | +286.8% |
| 10Y | +550.8% | +37.6% | +513.2% | +482.5% |
| All | +550.8% | +36.7% | +514.1% | +482.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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