+120.4%
XLK vs WPM
+267.3%
-146.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.8% | +0.9% |
| 7D | +0.2% | -0.6% | +0.8% | +0.3% |
| 30D | -0.6% | +14.4% | -15.0% | -3.3% |
| 3M | +2.6% | +37.0% | -34.4% | -3.9% |
| 6M | +34.0% | +4.1% | +29.8% | +30.8% |
| YTD | +30.7% | +31.7% | -1.1% | +22.7% |
| 1Y | +39.2% | +44.2% | -5.0% | +28.4% |
| 3Y | +120.4% | +265.5% | -145.1% | +75.0% |
| All | +120.4% | +267.3% | -146.9% | +75.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling