+299.9%
AEM vs WPM
+252.7%
+47.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.7% | +0.8% | +0.5% |
| 7D | -5.0% | -3.6% | -1.4% | -1.8% |
| 30D | +8.5% | +12.5% | -4.0% | -2.7% |
| 3M | +29.3% | +40.6% | -11.3% | -5.5% |
| 6M | -12.9% | +0.5% | -13.5% | -14.1% |
| YTD | +16.8% | +29.0% | -12.3% | -9.2% |
| 1Y | +29.8% | +43.8% | -14.0% | -8.9% |
| 3Y | +336.7% | +266.3% | +70.5% | +27.7% |
| 5Y | +299.9% | +255.1% | +44.8% | +17.8% |
| All | +299.9% | +252.7% | +47.3% | +17.8% |
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 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 · 6 months rolling