+711.3%
WPM vs DAR
+311.7%
+399.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.4% |
| 7D | -3.6% | +11.6% | -15.1% | -4.9% |
| 30D | +1.4% | -10.2% | +11.7% | +2.8% |
| 3M | -0.2% | -14.8% | +14.7% | +1.6% |
| 6M | -7.3% | -10.1% | +2.8% | -6.6% |
| YTD | +12.3% | +55.5% | -43.2% | +4.6% |
| 1Y | +24.9% | +61.7% | -36.8% | +15.6% |
| 3Y | +210.4% | +37.2% | +173.2% | +187.2% |
| 5Y | +210.4% | -26.9% | +237.3% | +210.5% |
| All | +711.3% | +311.7% | +399.6% | +571.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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