+440.7%
AME vs WPM
+749.7%
-309.0%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +5.9% | -3.6% | +9.4% | +6.2% |
| 30D | -1.9% | +1.4% | -3.4% | -2.2% |
| 3M | -5.4% | -0.2% | -5.2% | -5.6% |
| 6M | +4.9% | -7.3% | +12.2% | +5.1% |
| YTD | +18.5% | +12.3% | +6.1% | +16.2% |
| 1Y | +25.5% | +24.9% | +0.6% | +21.9% |
| 3Y | +63.0% | +210.4% | -147.3% | +44.3% |
| 5Y | +78.3% | +210.4% | -132.0% | +55.9% |
| All | +440.7% | +749.7% | -309.0% | +374.4% |
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