+33.9%
ALNY vs WPM
+263.6%
-229.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | +0.2% |
| 7D | -6.5% | -0.6% | -6.0% | -6.5% |
| 30D | +11.0% | +14.4% | -3.4% | +9.1% |
| 3M | -14.1% | +37.0% | -51.0% | -17.7% |
| 6M | -22.4% | +4.1% | -26.5% | -23.1% |
| YTD | -37.5% | +31.7% | -69.2% | -40.4% |
| 1Y | -46.9% | +44.2% | -91.1% | -50.2% |
| 3Y | +22.1% | +265.5% | -243.4% | -0.5% |
| All | +33.9% | +263.6% | -229.8% | +9.0% |
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 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