+40.0%
WPM vs PSLV
+7.9%
+32.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +6.0% | +6.0% | +8.0% |
| 7D | +3.9% | -2.6% | +6.5% | +5.9% |
| 30D | -3.5% | -14.2% | +10.7% | +6.7% |
| 3M | +14.1% | -12.2% | +26.3% | +25.2% |
| 6M | +6.2% | -28.1% | +34.3% | +31.1% |
| YTD | +12.4% | -28.2% | +40.6% | +36.6% |
| 1Y | +40.0% | +9.1% | +30.8% | +25.9% |
| All | +40.0% | +7.9% | +32.1% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 1y: compounded portfolio wealth divided by compounded PSLV 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…
1y analysis · Full analysis span regression · 6 months rolling