+711.3%
WPM vs COO
+41.1%
+670.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | -3.6% | +0.5% | -4.0% | -3.6% |
| 30D | +1.4% | +14.2% | -12.7% | -1.0% |
| 3M | -0.2% | -18.2% | +18.0% | +3.3% |
| 6M | -7.3% | +5.3% | -12.7% | -8.9% |
| YTD | +12.3% | -23.6% | +35.9% | +17.5% |
| 1Y | +24.9% | -12.7% | +37.6% | +27.4% |
| 3Y | +210.4% | -24.2% | +234.6% | +219.9% |
| 5Y | +210.4% | -40.0% | +250.3% | +224.6% |
| All | +711.3% | +41.1% | +670.2% | +635.8% |
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