+355.9%
APH vs WPM
+254.8%
+101.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +1.9% | +1.1% |
| 7D | +5.0% | +1.1% | +3.9% | +4.6% |
| 30D | -3.9% | +26.4% | -30.2% | -9.0% |
| 3M | +13.0% | +20.8% | -7.9% | +7.7% |
| 6M | +25.2% | +1.1% | +24.0% | +22.9% |
| YTD | +22.9% | +32.5% | -9.5% | +13.3% |
| 1Y | +47.8% | +51.5% | -3.7% | +32.0% |
| 3Y | +283.0% | +267.0% | +16.0% | +178.1% |
| All | +355.9% | +254.8% | +101.2% | +209.2% |
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 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