+513.3%
XRT vs WPM
+2,179.9%
-1,666.6%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.0% | +1.1% |
| 7D | +0.8% | +1.1% | -0.3% | +0.7% |
| 30D | -4.2% | +26.4% | -30.5% | -6.6% |
| 3M | +5.1% | +20.8% | -15.7% | +2.7% |
| 6M | +2.4% | +1.1% | +1.3% | +1.7% |
| YTD | +3.2% | +32.5% | -29.3% | -0.6% |
| 1Y | +1.5% | +51.5% | -50.0% | -3.8% |
| 3Y | +40.6% | +267.0% | -226.5% | +20.6% |
| 5Y | -1.0% | +250.1% | -251.1% | -15.5% |
| 10Y | +128.4% | +540.4% | -411.9% | +77.7% |
| All | +513.3% | +2,179.9% | -1,666.6% | +223.0% |
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