+9.3%
XYZ vs WPM
+53.7%
-44.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.3% | -0.5% |
| 7D | -1.0% | +1.1% | -2.0% | -1.2% |
| 30D | -1.7% | +26.4% | -28.1% | -6.7% |
| 3M | +16.7% | +20.8% | -4.1% | +11.4% |
| 6M | +26.9% | +1.1% | +25.7% | +24.6% |
| YTD | +27.1% | +32.5% | -5.3% | +24.3% |
| 1Y | +9.3% | +51.5% | -42.3% | +11.6% |
| All | +9.3% | +53.7% | -44.5% | +11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling