+40.1%
ALAB vs WPM
+47.7%
-7.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.1% | +3.0% | +3.7% |
| 7D | +9.6% | +3.9% | +5.8% | +8.2% |
| 30D | -5.3% | +17.7% | -22.9% | -11.2% |
| 3M | -12.0% | +39.4% | -51.5% | -23.8% |
| 6M | +145.7% | +6.4% | +139.3% | +130.8% |
| YTD | +80.7% | +34.0% | +46.7% | +62.3% |
| 1Y | +40.1% | +50.5% | -10.4% | +26.3% |
| All | +40.1% | +47.7% | -7.6% | +26.3% |
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