+62.6%
XYZ vs WPM
+214.5%
-151.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +2.9% |
| 7D | -1.1% | -3.6% | +2.5% | 0.0% |
| 30D | +11.5% | +1.4% | +10.1% | +10.8% |
| 3M | +1.8% | -0.2% | +2.0% | +1.4% |
| 6M | +21.2% | -7.3% | +28.5% | +22.2% |
| YTD | +29.9% | +12.3% | +17.6% | +24.1% |
| 1Y | +35.8% | +24.9% | +10.9% | +26.1% |
| 3Y | +62.6% | +210.4% | -147.8% | -2.5% |
| All | +62.6% | +214.5% | -151.9% | -2.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling