+132.8%
AMD vs WPM
+32.1%
+100.6%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.8% | +8.1% | +7.7% |
| 7D | +13.1% | +3.1% | +10.0% | +11.6% |
| 30D | -7.0% | -1.8% | -5.1% | -6.1% |
| 3M | +16.6% | +1.0% | +15.6% | +14.5% |
| 6M | +20.5% | -5.4% | +26.0% | +20.0% |
| YTD | +158.2% | +15.9% | +142.3% | +119.0% |
| 1Y | +132.8% | +30.8% | +102.0% | +72.7% |
| All | +132.8% | +32.1% | +100.6% | +72.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling