+445.6%
AG vs WPM
+1,564.5%
-1,118.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -0.9% |
| 7D | +1.0% | +1.1% | -0.1% | -0.1% |
| 30D | +19.2% | +26.4% | -7.2% | -5.8% |
| 3M | +6.2% | +20.8% | -14.7% | -11.1% |
| 6M | -26.7% | +1.1% | -27.8% | -25.9% |
| YTD | +26.1% | +32.5% | -6.3% | +0.2% |
| 1Y | +131.7% | +51.5% | +80.1% | +63.5% |
| 3Y | +255.3% | +267.0% | -11.7% | +12.0% |
| 5Y | +61.9% | +250.1% | -188.2% | -42.8% |
| 10Y | +72.0% | +540.4% | -468.3% | -59.8% |
| All | +445.6% | +1,564.5% | -1,118.9% | -23.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling