+40.0%
WPM vs XME
+5.2%
+34.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -1.0% | +13.0% | +13.0% |
| 7D | +3.9% | -5.5% | +9.4% | +10.0% |
| 30D | -3.5% | -11.1% | +7.6% | +8.8% |
| 3M | +14.1% | -11.1% | +25.2% | +29.1% |
| 6M | +6.2% | -18.0% | +24.2% | +30.2% |
| YTD | +12.4% | -7.4% | +19.8% | +26.2% |
| 1Y | +40.0% | +6.7% | +33.3% | +40.5% |
| All | +40.0% | +5.2% | +34.8% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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