+267.8%
WPM vs XME
+134.4%
+133.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.7% |
| 7D | +7.0% | +3.6% | +3.4% | +4.3% |
| 30D | +15.7% | +3.6% | +12.1% | +12.9% |
| 3M | +35.2% | +1.2% | +34.0% | +34.2% |
| 6M | +6.1% | +9.0% | -3.0% | +0.8% |
| YTD | +32.6% | +15.9% | +16.6% | +23.3% |
| 1Y | +46.9% | +43.2% | +3.7% | +22.0% |
| All | +267.8% | +134.4% | +133.4% | +126.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling