+550.8%
WPM vs RBA
+189.2%
+361.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.7% | +1.2% |
| 7D | +3.9% | -1.9% | +5.8% | +4.2% |
| 30D | +17.7% | -13.0% | +30.6% | +20.0% |
| 3M | +39.4% | -23.1% | +62.5% | +44.2% |
| 6M | +6.4% | -22.6% | +29.0% | +9.9% |
| YTD | +34.0% | -20.4% | +54.4% | +37.8% |
| 1Y | +50.5% | -29.6% | +80.1% | +57.4% |
| 3Y | +280.3% | +26.6% | +253.8% | +265.4% |
| 5Y | +266.3% | +38.2% | +228.2% | +245.3% |
| 10Y | +550.8% | +194.7% | +356.1% | +455.5% |
| All | +550.8% | +189.2% | +361.6% | +455.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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