+525.4%
WPM vs IBN
+324.2%
+201.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.9% | +0.2% | +1.8% |
| 7D | -0.6% | -3.0% | +2.4% | 0.0% |
| 30D | +14.4% | -1.5% | +15.9% | +14.7% |
| 3M | +37.0% | +7.9% | +29.1% | +35.2% |
| 6M | +4.1% | +8.6% | -4.5% | +2.7% |
| YTD | +31.7% | -0.6% | +32.3% | +31.7% |
| 1Y | +44.2% | -7.3% | +51.5% | +45.5% |
| 3Y | +265.5% | +26.2% | +239.3% | +250.8% |
| 5Y | +262.5% | +57.8% | +204.7% | +235.7% |
| All | +525.4% | +324.2% | +201.2% | +398.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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