+301.8%
AMD vs WPM
+212.7%
+89.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.9% | +8.1% | +10.0% |
| 7D | -11.0% | +16.9% | -28.0% | -16.0% |
| 30D | -30.5% | +2.0% | -32.4% | -31.0% |
| 3M | -8.2% | +8.9% | -17.2% | -11.8% |
| 6M | +6.6% | +1.6% | +5.0% | +4.2% |
| YTD | +109.7% | +16.5% | +93.2% | +97.1% |
| 1Y | +88.9% | +42.2% | +46.7% | +70.0% |
| 3Y | +301.8% | +213.3% | +88.5% | +192.8% |
| All | +301.8% | +212.7% | +89.1% | +192.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling