+400.4%
ALAB vs WPM
+265.4%
+135.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.1% | +10.8% | +10.1% |
| 7D | +7.2% | +1.1% | +6.2% | +6.7% |
| 30D | -2.5% | +26.4% | -28.9% | -11.5% |
| 3M | -13.3% | +20.8% | -34.1% | -20.4% |
| 6M | +172.8% | +1.1% | +171.7% | +163.8% |
| YTD | +86.6% | +32.5% | +54.1% | +64.0% |
| 1Y | +65.2% | +51.5% | +13.6% | +37.8% |
| All | +400.4% | +265.4% | +135.1% | +242.6% |
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