+2,092.8%
AME vs WPM
+5,967.5%
-3,874.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.6% |
| 7D | +0.6% | +1.1% | -0.5% | +0.5% |
| 30D | -6.7% | +26.4% | -33.0% | -9.7% |
| 3M | +4.1% | +20.8% | -16.8% | +1.0% |
| 6M | +1.6% | +1.1% | +0.5% | +0.7% |
| YTD | +16.1% | +32.5% | -16.3% | +10.8% |
| 1Y | +27.3% | +51.5% | -24.2% | +19.0% |
| 3Y | +50.9% | +267.0% | -216.2% | +23.8% |
| 5Y | +81.4% | +250.1% | -168.8% | +48.0% |
| 10Y | +417.0% | +540.4% | -123.4% | +272.6% |
| All | +2,092.8% | +5,967.5% | -3,874.7% | +938.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling