+97.2%
AMCR vs WPM
+668.1%
-570.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.8% | -2.8% |
| 7D | -6.3% | +3.9% | -10.2% | -6.7% |
| 30D | -7.1% | +17.7% | -24.8% | -8.8% |
| 3M | +12.7% | +39.4% | -26.8% | +8.7% |
| 6M | +5.2% | +6.4% | -1.3% | +3.9% |
| YTD | +8.1% | +34.0% | -25.9% | +4.5% |
| 1Y | +11.7% | +50.5% | -38.8% | +6.8% |
| 3Y | +9.9% | +280.3% | -270.4% | -3.6% |
| 5Y | -8.7% | +266.3% | -275.0% | -20.4% |
| 10Y | +16.8% | +550.8% | -534.0% | -1.4% |
| All | +97.2% | +668.1% | -570.9% | +54.7% |
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