+337.5%
AMD vs WPM
+254.8%
+82.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.1% | +5.7% | +5.0% |
| 7D | +2.6% | +1.1% | +1.5% | +2.1% |
| 30D | -0.9% | +26.4% | -27.3% | -9.3% |
| 3M | -8.7% | +20.8% | -29.6% | -15.3% |
| 6M | +136.3% | +1.1% | +135.2% | +130.3% |
| YTD | +123.0% | +32.5% | +90.5% | +99.8% |
| 1Y | +195.2% | +51.5% | +143.7% | +152.7% |
| 3Y | +336.3% | +267.0% | +69.3% | +172.8% |
| All | +337.5% | +254.8% | +82.8% | +148.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling