-70.2%
AAOX vs WPM
+28.1%
-98.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -3.7% | -4.8% | -3.7% |
| 7D | +5.4% | -3.6% | +9.0% | +10.5% |
| 30D | -47.7% | +12.5% | -60.2% | -57.7% |
| 3M | -78.6% | +40.6% | -119.2% | -87.6% |
| All | -70.2% | +28.1% | -98.3% | -76.9% |
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 5y: 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…
5y analysis · Full analysis span regression · Available span rolling