+7.8%
XLP vs WPM
+53.7%
-45.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.8% |
| 7D | -1.0% | +1.1% | -2.1% | -1.0% |
| 30D | -0.9% | +26.4% | -27.2% | -0.8% |
| 3M | +3.8% | +20.8% | -17.0% | +4.2% |
| 6M | -1.7% | +1.1% | -2.8% | -1.2% |
| YTD | +10.3% | +32.5% | -22.2% | +10.7% |
| 1Y | +7.8% | +51.5% | -43.7% | +8.1% |
| All | +7.8% | +53.7% | -45.9% | +8.1% |
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