+57.5%
AME vs WPM
+279.1%
-221.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +2.8% | +7.0% | -4.2% | +2.0% |
| 30D | -6.3% | +15.7% | -22.0% | -7.9% |
| 3M | +5.4% | +35.2% | -29.8% | +1.4% |
| 6M | +7.4% | +6.1% | +1.3% | +5.7% |
| YTD | +16.2% | +32.6% | -16.4% | +12.5% |
| 1Y | +26.8% | +46.9% | -20.1% | +21.7% |
| 3Y | +57.5% | +276.3% | -218.8% | +40.1% |
| All | +57.5% | +279.1% | -221.6% | +40.1% |
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