+197.7%
AON vs WPM
+558.4%
-360.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.1% | -3.7% | -1.8% |
| 7D | -6.3% | -0.6% | -5.8% | -6.3% |
| 30D | -14.1% | +14.4% | -28.5% | -14.8% |
| 3M | -9.5% | +37.0% | -46.5% | -11.1% |
| 6M | -4.0% | +4.1% | -8.1% | -4.4% |
| YTD | -13.8% | +31.7% | -45.5% | -16.0% |
| 1Y | -18.3% | +44.2% | -62.5% | -21.1% |
| 3Y | -7.2% | +265.5% | -272.7% | -18.1% |
| 5Y | +7.3% | +262.5% | -255.2% | -6.2% |
| All | +197.7% | +558.4% | -360.8% | +157.4% |
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