+10.0%
XLP vs WPM
+5.1%
+4.9%
-7.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -0.7% |
| 7D | +3.5% | +7.5% | -4.0% | +3.6% |
| 30D | +11.6% | -3.8% | +15.3% | +10.9% |
| 3M | +7.6% | +8.0% | -0.4% | +8.4% |
| 6M | +10.0% | +6.1% | +4.0% | +11.2% |
| All | +10.0% | +5.1% | +4.9% | +11.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling