+207.4%
ALAB vs WPM
+221.3%
-13.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.9% | +3.4% | +5.2% |
| 7D | -26.3% | +16.9% | -43.2% | -31.1% |
| 30D | -50.1% | +2.0% | -52.1% | -50.5% |
| 3M | -42.5% | +8.9% | -51.4% | -44.8% |
| 6M | -10.8% | +1.6% | -12.4% | -13.0% |
| YTD | +14.6% | +16.5% | -1.9% | +5.7% |
| 1Y | +17.1% | +42.2% | -25.1% | +1.0% |
| All | +207.4% | +221.3% | -13.9% | +120.8% |
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 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