+86.2%
AEP vs WPM
+210.4%
-124.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | +2.9% | -3.6% | +6.4% | +3.2% |
| 30D | +3.2% | +1.4% | +1.8% | +2.9% |
| 3M | +3.8% | -0.2% | +4.0% | +3.3% |
| 6M | +2.5% | -7.3% | +9.8% | +2.7% |
| YTD | +15.5% | +12.3% | +3.1% | +11.2% |
| 1Y | +9.6% | +24.9% | -15.3% | +3.6% |
| 3Y | +91.2% | +210.4% | -119.2% | +49.8% |
| All | +86.2% | +210.4% | -124.1% | +48.5% |
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 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