+53.3%
XLE vs WPM
+46.9%
+6.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | 0.0% | +7.0% | -7.0% | +0.4% |
| 30D | +12.6% | +15.7% | -3.1% | +13.7% |
| 3M | +11.8% | +35.2% | -23.4% | +14.1% |
| 6M | +16.1% | +6.1% | +10.0% | +18.4% |
| YTD | +46.9% | +32.6% | +14.3% | +48.0% |
| 1Y | +53.3% | +46.9% | +6.3% | +53.8% |
| All | +53.3% | +46.9% | +6.4% | +53.8% |
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 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