+2,038.3%
AEM vs WPM
+5,972.6%
-3,934.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.5% |
| 7D | +4.3% | +7.0% | -2.7% | -0.9% |
| 30D | +13.1% | +15.7% | -2.6% | +1.4% |
| 3M | +24.8% | +35.2% | -10.4% | -0.4% |
| 6M | -8.2% | +6.1% | -14.3% | -12.3% |
| YTD | +19.8% | +32.6% | -12.7% | -3.1% |
| 1Y | +32.1% | +46.9% | -14.8% | -0.9% |
| 3Y | +348.2% | +276.3% | +71.9% | +68.1% |
| 5Y | +297.5% | +260.0% | +37.5% | +55.9% |
| 10Y | +343.3% | +508.5% | -165.2% | +11.1% |
| All | +2,038.3% | +5,972.6% | -3,934.3% | +9.2% |
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