+525.4%
WPM vs SCCO
+1,104.1%
-578.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.2% |
| 7D | -0.6% | -2.7% | +2.1% | +0.4% |
| 30D | +14.4% | -0.7% | +15.1% | +14.7% |
| 3M | +37.0% | +8.1% | +28.9% | +33.0% |
| 6M | +4.1% | +4.1% | 0.0% | +2.6% |
| YTD | +31.7% | +41.1% | -9.4% | +17.4% |
| 1Y | +44.2% | +95.6% | -51.4% | +15.5% |
| 3Y | +265.5% | +179.3% | +86.2% | +154.4% |
| 5Y | +262.5% | +308.3% | -45.8% | +120.9% |
| All | +525.4% | +1,104.1% | -578.7% | +226.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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