+164.2%
XLB vs WPM
+749.7%
-585.5%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | +0.5% | -3.6% | +4.1% | +1.1% |
| 30D | +5.2% | +1.4% | +3.7% | +4.6% |
| 3M | +0.3% | -0.2% | +0.5% | -0.2% |
| 6M | +1.2% | -7.3% | +8.5% | +1.5% |
| YTD | +16.6% | +12.3% | +4.3% | +12.3% |
| 1Y | +21.4% | +24.9% | -3.5% | +14.7% |
| 3Y | +43.2% | +210.4% | -167.1% | +13.7% |
| 5Y | +28.0% | +210.4% | -182.3% | -0.2% |
| All | +164.2% | +749.7% | -585.5% | +90.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling