+8,164.6%
AMD vs WPM
+659.5%
+7,505.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.8% | +8.1% | +7.5% |
| 7D | +13.1% | +3.1% | +10.0% | +12.2% |
| 30D | -7.0% | -1.8% | -5.1% | -6.5% |
| 3M | +16.6% | +1.0% | +15.6% | +15.5% |
| 6M | +20.5% | -5.4% | +26.0% | +21.3% |
| YTD | +158.2% | +15.9% | +142.3% | +144.6% |
| 1Y | +132.8% | +30.8% | +102.0% | +113.8% |
| 3Y | +366.2% | +222.6% | +143.6% | +229.2% |
| 5Y | +278.7% | +227.4% | +51.3% | +160.0% |
| 10Y | +8,164.6% | +757.8% | +7,406.8% | +5,060.9% |
| All | +8,164.6% | +659.5% | +7,505.1% | +5,060.9% |
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 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