+6,351.7%
AMD vs WPM
+566.7%
+5,785.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.9% | +8.1% | +10.2% |
| 7D | -11.0% | +16.9% | -28.0% | -15.2% |
| 30D | -30.5% | +2.0% | -32.4% | -30.9% |
| 3M | -8.2% | +8.9% | -17.2% | -11.1% |
| 6M | +6.6% | +1.6% | +5.0% | +5.2% |
| YTD | +109.7% | +16.5% | +93.2% | +98.3% |
| 1Y | +88.9% | +42.2% | +46.7% | +69.8% |
| 3Y | +301.8% | +213.3% | +88.5% | +186.1% |
| 5Y | +229.4% | +249.9% | -20.6% | +122.9% |
| All | +6,351.7% | +566.7% | +5,785.0% | +3,907.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling