+33.4%
AG vs WPM
+38.8%
-5.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +12.0% | -2.8% | -5.3% |
| 7D | -2.6% | +3.9% | -6.5% | -7.3% |
| 30D | -12.1% | -3.5% | -8.6% | -8.3% |
| 3M | -6.6% | +14.1% | -20.7% | -22.5% |
| 6M | -20.5% | +6.2% | -26.7% | -26.6% |
| YTD | -7.4% | +12.4% | -19.8% | -20.5% |
| 1Y | +33.4% | +40.0% | -6.6% | -17.3% |
| All | +33.4% | +38.8% | -5.4% | -17.3% |
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