+1.7%
XEL vs WPM
+38.8%
-37.1%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +12.0% | -9.8% | +1.6% |
| 7D | +4.3% | +3.9% | +0.4% | +4.0% |
| 30D | +12.6% | -3.5% | +16.1% | +12.7% |
| 3M | +4.4% | +14.1% | -9.7% | +3.5% |
| 6M | +0.7% | +6.2% | -5.5% | +0.2% |
| YTD | +11.5% | +12.4% | -0.9% | +9.4% |
| 1Y | +1.7% | +40.0% | -38.2% | -2.9% |
| All | +1.7% | +38.8% | -37.1% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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