-9.3%
ALB vs WPM
+246.6%
-255.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.6% | -5.7% | -2.3% |
| 7D | +9.5% | +20.8% | -11.4% | +1.5% |
| 30D | -2.1% | +3.8% | -5.9% | -4.0% |
| 3M | -24.1% | +7.4% | -31.5% | -27.1% |
| 6M | -51.0% | +4.0% | -55.0% | -52.6% |
| YTD | -29.3% | +23.0% | -52.4% | -36.3% |
| 1Y | +3.2% | +45.9% | -42.8% | -12.3% |
| 3Y | -9.3% | +242.9% | -252.3% | -52.0% |
| All | -9.3% | +246.6% | -255.9% | -52.0% |
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