-31.9%
ADSK vs WPM
+53.7%
-85.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -1.1% | -7.2% | -8.3% |
| 7D | -16.4% | +1.1% | -17.5% | -16.4% |
| 30D | -9.2% | +26.4% | -35.6% | -8.5% |
| 3M | -6.7% | +20.8% | -27.6% | -5.6% |
| 6M | -15.5% | +1.1% | -16.6% | -13.7% |
| YTD | -26.4% | +32.5% | -58.8% | -26.1% |
| 1Y | -31.9% | +51.5% | -83.4% | -32.9% |
| All | -31.9% | +53.7% | -85.6% | -32.9% |
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