-7.7%
AAL vs WPM
+279.1%
-286.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.7% |
| 7D | -0.3% | +7.0% | -7.3% | -1.3% |
| 30D | -19.0% | +15.7% | -34.7% | -20.8% |
| 3M | -5.1% | +35.2% | -40.3% | -9.5% |
| 6M | +15.5% | +6.1% | +9.4% | +12.7% |
| YTD | -15.8% | +32.6% | -48.4% | -19.5% |
| 1Y | -0.3% | +46.9% | -47.2% | -5.8% |
| 3Y | -7.7% | +276.3% | -284.0% | -23.8% |
| All | -7.7% | +279.1% | -286.7% | -23.8% |
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