+508.5%
WPM vs RY
+371.6%
+136.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.8% | +0.4% |
| 7D | +7.0% | +2.7% | +4.3% | +6.0% |
| 30D | +15.7% | -1.0% | +16.7% | +16.1% |
| 3M | +35.2% | +7.6% | +27.6% | +31.1% |
| 6M | +6.1% | +29.5% | -23.4% | -4.0% |
| YTD | +32.6% | +24.2% | +8.4% | +21.9% |
| 1Y | +46.9% | +46.4% | +0.5% | +27.3% |
| 3Y | +276.3% | +159.4% | +116.9% | +166.4% |
| 5Y | +260.0% | +141.8% | +118.2% | +159.8% |
| 10Y | +508.5% | +373.9% | +134.6% | +231.2% |
| All | +508.5% | +371.6% | +136.9% | +231.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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