+42.0%
XLP vs WPM
+246.3%
-204.3%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.9% | -4.2% | -1.5% |
| 7D | +0.7% | +16.9% | -16.2% | -0.4% |
| 30D | +10.3% | +2.0% | +8.3% | +9.9% |
| 3M | +6.5% | +8.9% | -2.4% | +5.5% |
| 6M | +8.4% | +1.6% | +6.8% | +7.8% |
| YTD | +18.2% | +16.5% | +1.7% | +15.1% |
| 1Y | +22.4% | +42.2% | -19.8% | +16.5% |
| 3Y | +41.9% | +213.3% | -171.4% | +20.3% |
| All | +42.0% | +246.3% | -204.3% | +17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling