+53.1%
AIG vs WPM
+263.6%
-210.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.7% | +0.3% |
| 7D | -1.2% | -0.6% | -0.6% | -1.1% |
| 30D | -1.1% | +14.4% | -15.5% | -2.1% |
| 3M | +0.7% | +37.0% | -36.3% | -1.7% |
| 6M | -2.2% | +4.1% | -6.3% | -2.7% |
| YTD | -10.8% | +31.7% | -42.6% | -13.4% |
| 1Y | -2.0% | +44.2% | -46.2% | -5.9% |
| 3Y | +34.8% | +265.5% | -230.7% | +16.6% |
| All | +53.1% | +263.6% | -210.5% | +29.1% |
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