+282.7%
AG vs WPM
+273.6%
+9.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.0% | +0.7% |
| 7D | -0.1% | +3.9% | -4.0% | -4.9% |
| 30D | +12.5% | +17.7% | -5.2% | -9.2% |
| 3M | +28.2% | +39.4% | -11.3% | -16.7% |
| 6M | -18.8% | +6.4% | -25.3% | -24.7% |
| YTD | +27.4% | +34.0% | -6.6% | -10.5% |
| 1Y | +132.2% | +50.5% | +81.7% | +41.2% |
| All | +282.7% | +273.6% | +9.1% | -28.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling