+869.7%
ALB vs WPM
+5,967.5%
-5,097.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.4% | -4.2% |
| 7D | -8.1% | +1.1% | -9.1% | -8.4% |
| 30D | +6.3% | +26.4% | -20.1% | +0.3% |
| 3M | -23.6% | +20.8% | -44.4% | -27.2% |
| 6M | -24.6% | +1.1% | -25.7% | -25.6% |
| YTD | -10.3% | +32.5% | -42.7% | -16.7% |
| 1Y | +61.5% | +51.5% | +9.9% | +45.5% |
| 3Y | -34.0% | +267.0% | -301.0% | -51.9% |
| 5Y | -44.6% | +250.1% | -294.7% | -59.9% |
| 10Y | +76.1% | +540.4% | -464.3% | +4.6% |
| All | +869.7% | +5,967.5% | -5,097.8% | +177.6% |
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