+1,790.5%
AEM vs WPM
+5,046.3%
-3,255.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -6.8% | -3.6% | -3.3% | -4.2% |
| 30D | +0.8% | +1.4% | -0.6% | -0.1% |
| 3M | -0.8% | -0.2% | -0.7% | -0.5% |
| 6M | -8.5% | -7.3% | -1.2% | -2.8% |
| YTD | +5.9% | +12.3% | -6.4% | -2.8% |
| 1Y | +6.6% | +24.9% | -18.3% | -9.7% |
| 3Y | +302.2% | +210.4% | +91.8% | +74.4% |
| 5Y | +250.8% | +210.4% | +40.4% | +54.4% |
| 10Y | +406.1% | +731.7% | -325.6% | +2.3% |
| All | +1,790.5% | +5,046.3% | -3,255.8% | +9.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling