+207.0%
WPM vs RY
+123.4%
+83.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -3.6% | +0.6% | -4.1% | -3.9% |
| 30D | +1.4% | +5.0% | -3.6% | -1.4% |
| 3M | -0.2% | -5.3% | +5.1% | +3.3% |
| 6M | -7.3% | +13.8% | -21.1% | -14.8% |
| YTD | +12.3% | +21.0% | -8.6% | -0.3% |
| 1Y | +24.9% | +40.5% | -15.6% | +1.6% |
| 3Y | +210.4% | +159.7% | +50.7% | +72.6% |
| All | +207.0% | +123.4% | +83.6% | +76.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling