+181.3%
XLE vs WPM
+523.6%
-342.3%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.2% | +0.7% |
| 7D | +0.3% | +3.9% | -3.6% | 0.0% |
| 30D | +8.5% | +17.7% | -9.2% | +6.8% |
| 3M | +14.6% | +39.4% | -24.8% | +10.7% |
| 6M | +17.6% | +6.4% | +11.1% | +16.2% |
| YTD | +48.1% | +34.0% | +14.1% | +41.9% |
| 1Y | +53.8% | +50.5% | +3.3% | +44.8% |
| 3Y | +56.2% | +280.3% | -224.1% | +29.2% |
| 5Y | +227.7% | +266.3% | -38.6% | +168.6% |
| 10Y | +181.3% | +550.8% | -369.5% | +122.8% |
| All | +181.3% | +523.6% | -342.3% | +122.8% |
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