-44.0%
ALB vs WPM
+260.8%
-304.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.4% | -4.1% |
| 7D | -8.1% | +1.1% | -9.1% | -8.5% |
| 30D | +6.3% | +26.4% | -20.1% | -2.8% |
| 3M | -23.6% | +20.8% | -44.4% | -29.3% |
| 6M | -24.6% | +1.1% | -25.7% | -26.5% |
| YTD | -10.3% | +32.5% | -42.7% | -20.1% |
| 1Y | +61.5% | +51.5% | +9.9% | +37.5% |
| 3Y | -34.0% | +267.0% | -301.0% | -59.3% |
| All | -44.0% | +260.8% | -304.8% | -67.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling