+19.4%
AEM vs WPM
+38.6%
-19.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.3% | +2.4% |
| 7D | +7.5% | +7.5% | 0.0% | +0.8% |
| 30D | +1.6% | -3.8% | +5.4% | +5.1% |
| 3M | +14.5% | +8.0% | +6.5% | +6.9% |
| 6M | +6.6% | +6.1% | +0.6% | +0.8% |
| YTD | +12.2% | +13.2% | -1.0% | -0.1% |
| 1Y | +19.4% | +37.9% | -18.4% | -10.4% |
| All | +19.4% | +38.6% | -19.2% | -10.4% |
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