+522.3%
XLB vs WPM
+5,208.0%
-4,685.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.5% |
| 7D | -1.6% | +3.1% | -4.7% | -2.3% |
| 30D | +7.2% | -1.8% | +9.1% | +7.3% |
| 3M | 0.0% | +1.0% | -1.0% | -0.9% |
| 6M | +2.3% | -5.4% | +7.8% | +2.3% |
| YTD | +18.4% | +15.9% | +2.5% | +12.2% |
| 1Y | +23.3% | +30.8% | -7.5% | +13.7% |
| 3Y | +45.2% | +222.6% | -177.5% | +7.7% |
| 5Y | +31.0% | +227.4% | -196.4% | -4.7% |
| 10Y | +168.8% | +757.8% | -589.0% | +48.2% |
| All | +522.3% | +5,208.0% | -4,685.7% | +91.4% |
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