+56.2%
AG vs WPM
+263.6%
-207.5%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.1% | -5.0% | -5.6% |
| 7D | -6.7% | -0.6% | -6.2% | -6.2% |
| 30D | +2.2% | +14.4% | -12.2% | -14.8% |
| 3M | +15.7% | +37.0% | -21.3% | -23.6% |
| 6M | -23.8% | +4.1% | -27.9% | -27.6% |
| YTD | +17.6% | +31.7% | -14.1% | -16.1% |
| 1Y | +88.6% | +44.2% | +44.5% | +20.1% |
| 3Y | +253.4% | +265.5% | -12.1% | -32.2% |
| All | +56.2% | +263.6% | -207.5% | -69.8% |
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 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