+758.7%
XEL vs WPM
+5,972.6%
-5,213.9%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +1.3% | +7.0% | -5.7% | +0.7% |
| 30D | -1.5% | +15.7% | -17.3% | -2.9% |
| 3M | -0.2% | +35.2% | -35.4% | -3.0% |
| 6M | -5.4% | +6.1% | -11.5% | -6.5% |
| YTD | +5.6% | +32.6% | -26.9% | +2.2% |
| 1Y | +10.5% | +46.9% | -36.5% | +5.7% |
| 3Y | +49.2% | +276.3% | -227.1% | +30.6% |
| 5Y | +30.1% | +260.0% | -229.9% | +13.5% |
| 10Y | +146.7% | +508.5% | -361.8% | +102.0% |
| All | +758.7% | +5,972.6% | -5,213.9% | +429.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling