+75.8%
ALB vs WPM
+47.7%
+28.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.9% | -3.3% |
| 7D | -8.6% | +3.9% | -12.5% | -10.2% |
| 30D | -4.0% | +17.7% | -21.7% | -11.7% |
| 3M | -17.4% | +39.4% | -56.8% | -30.4% |
| 6M | -25.4% | +6.4% | -31.8% | -29.1% |
| YTD | -10.5% | +34.0% | -44.5% | -26.0% |
| 1Y | +75.8% | +50.5% | +25.3% | +36.3% |
| All | +75.8% | +47.7% | +28.1% | +36.3% |
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