+753.7%
WPM vs FND
+54.9%
+698.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.5% | -2.2% | -3.5% |
| 7D | -3.6% | -5.1% | +1.5% | -3.1% |
| 30D | +12.5% | -22.5% | +35.0% | +15.5% |
| 3M | +40.6% | -5.0% | +45.6% | +41.0% |
| 6M | +0.5% | -21.5% | +22.1% | +2.6% |
| YTD | +29.0% | -23.0% | +52.1% | +31.8% |
| 1Y | +43.8% | -44.9% | +88.7% | +51.0% |
| 3Y | +266.3% | -50.0% | +316.3% | +282.4% |
| 5Y | +255.1% | -63.3% | +318.4% | +271.2% |
| All | +753.7% | +54.9% | +698.8% | +799.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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