-3.3%
XRT vs WPM
+261.4%
-264.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.7% | -1.8% |
| 7D | -2.4% | +3.9% | -6.3% | -2.9% |
| 30D | -6.9% | +17.7% | -24.6% | -9.0% |
| 3M | -0.4% | +39.4% | -39.8% | -5.0% |
| 6M | +2.2% | +6.4% | -4.2% | +0.7% |
| YTD | -0.7% | +34.0% | -34.7% | -5.8% |
| 1Y | -2.0% | +50.5% | -52.5% | -8.9% |
| 3Y | +41.0% | +280.3% | -239.3% | +9.1% |
| 5Y | -3.3% | +266.3% | -269.6% | -31.7% |
| All | -3.3% | +261.4% | -264.7% | -31.7% |
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