+536.2%
XRT vs WPM
+1,838.9%
-1,302.7%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +0.9% | -1.6% |
| 7D | -0.4% | -0.5% | +0.1% | -0.4% |
| 30D | +7.5% | -3.1% | +10.6% | +7.7% |
| 3M | +2.3% | -2.2% | +4.5% | +2.2% |
| 6M | +12.8% | -7.4% | +20.2% | +13.0% |
| YTD | +7.1% | +12.6% | -5.6% | +4.6% |
| 1Y | +12.3% | +22.8% | -10.6% | +8.6% |
| 3Y | +57.0% | +213.6% | -156.6% | +36.6% |
| 5Y | -4.3% | +211.2% | -215.5% | -17.5% |
| 10Y | +136.7% | +733.9% | -597.2% | +79.2% |
| All | +536.2% | +1,838.9% | -1,302.7% | +239.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling