-1.1%
AAL vs WPM
+26.6%
-27.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.8% | -2.8% | -4.9% |
| 7D | +2.9% | -0.5% | +3.4% | +3.1% |
| 30D | +6.5% | -3.1% | +9.6% | +6.9% |
| 3M | -10.9% | -2.2% | -8.7% | -11.0% |
| 6M | +4.9% | -7.4% | +12.3% | +4.4% |
| YTD | -13.2% | +12.6% | -25.8% | -16.7% |
| 1Y | -1.1% | +22.8% | -24.0% | -6.9% |
| All | -1.1% | +26.6% | -27.7% | -6.9% |
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 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