+234.1%
ABT vs WPM
+749.7%
-515.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.4% | +1.2% |
| 7D | -1.3% | -3.6% | +2.3% | -1.0% |
| 30D | +6.0% | +1.4% | +4.6% | +5.7% |
| 3M | -1.9% | -0.2% | -1.7% | -2.2% |
| 6M | +31.2% | -7.3% | +38.5% | +31.4% |
| YTD | -11.2% | +12.3% | -23.6% | -13.4% |
| 1Y | -14.0% | +24.9% | -38.9% | -17.1% |
| 3Y | +20.7% | +210.4% | -189.7% | +4.0% |
| 5Y | -6.7% | +210.4% | -217.0% | -20.6% |
| All | +234.1% | +749.7% | -515.6% | +170.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling