+44.2%
WPM vs XHB
-14.9%
+59.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.6% | +0.5% | +1.2% |
| 7D | -0.6% | -4.6% | +4.1% | +2.2% |
| 30D | +14.4% | -9.1% | +23.5% | +20.8% |
| 3M | +37.0% | -8.6% | +45.5% | +43.4% |
| 6M | +4.1% | -4.0% | +8.1% | +5.5% |
| YTD | +31.7% | -3.9% | +35.7% | +36.0% |
| 1Y | +44.2% | -16.5% | +60.6% | +51.7% |
| All | +44.2% | -14.9% | +59.1% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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