+253.9%
XLI vs WPM
+558.4%
-304.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.0% | +0.9% |
| 7D | -1.7% | -0.6% | -1.1% | -1.6% |
| 30D | -7.3% | +14.4% | -21.7% | -8.6% |
| 3M | -1.3% | +37.0% | -38.3% | -4.6% |
| 6M | +2.2% | +4.1% | -1.9% | +1.2% |
| YTD | +11.7% | +31.7% | -20.0% | +8.0% |
| 1Y | +14.3% | +44.2% | -29.9% | +9.3% |
| 3Y | +70.3% | +265.5% | -195.1% | +48.8% |
| 5Y | +82.3% | +262.5% | -180.2% | +57.6% |
| All | +253.9% | +558.4% | -304.5% | +202.5% |
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