+11.9%
AG vs WPM
+21.9%
-10.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.2% | -2.1% |
| 7D | -10.0% | -3.6% | -6.4% | -5.9% |
| 30D | -10.5% | +1.4% | -11.9% | -12.4% |
| 3M | -27.3% | -0.2% | -27.1% | -28.2% |
| 6M | -43.0% | -7.3% | -35.7% | -37.2% |
| YTD | -17.9% | +12.3% | -30.3% | -31.1% |
| 1Y | +11.9% | +24.9% | -13.0% | -21.8% |
| All | +11.9% | +21.9% | -10.0% | -21.8% |
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 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