+553.0%
AMZN vs WPM
+545.0%
+8.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.7% | +3.5% | +0.3% |
| 7D | -2.7% | -3.6% | +0.9% | -2.2% |
| 30D | -7.5% | +12.5% | -20.0% | -9.1% |
| 3M | +5.8% | +40.6% | -34.8% | +0.6% |
| 6M | +17.5% | +0.5% | +17.0% | +16.5% |
| YTD | +9.1% | +29.0% | -19.9% | +4.0% |
| 1Y | +9.4% | +43.8% | -34.4% | +2.3% |
| 3Y | +82.2% | +266.3% | -184.1% | +44.9% |
| 5Y | +45.2% | +255.1% | -209.9% | +14.1% |
| All | +553.0% | +545.0% | +8.0% | +406.0% |
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