+271.8%
WPM vs HBM
+506.5%
-234.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.3% |
| 7D | +3.9% | +5.5% | -1.6% | +1.5% |
| 30D | +17.7% | +3.3% | +14.4% | +16.1% |
| 3M | +39.4% | +12.7% | +26.8% | +32.1% |
| 6M | +6.4% | +28.2% | -21.8% | -4.5% |
| YTD | +34.0% | +45.3% | -11.3% | +16.7% |
| 1Y | +50.5% | +121.7% | -71.2% | +16.0% |
| All | +271.8% | +506.5% | -234.8% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 3y: compounded portfolio wealth divided by compounded HBM 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…
3y analysis · Full analysis span regression · 6 months rolling