+85.2%
AME vs WPM
+261.4%
-176.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.8% |
| 7D | +1.3% | +3.9% | -2.6% | +0.8% |
| 30D | -6.6% | +17.7% | -24.2% | -8.8% |
| 3M | +3.0% | +39.4% | -36.5% | -2.1% |
| 6M | +5.3% | +6.4% | -1.1% | +3.4% |
| YTD | +15.4% | +34.0% | -18.5% | +9.9% |
| 1Y | +26.8% | +50.5% | -23.7% | +18.6% |
| 3Y | +56.5% | +280.3% | -223.8% | +24.9% |
| 5Y | +85.2% | +266.3% | -181.1% | +39.9% |
| All | +85.2% | +261.4% | -176.1% | +39.9% |
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