+19.3%
ARM vs WPM
+38.8%
-19.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +12.0% | -17.3% | -10.2% |
| 7D | -18.7% | +3.9% | -22.6% | -20.2% |
| 30D | -36.7% | -3.5% | -33.2% | -35.7% |
| 3M | -31.6% | +14.1% | -45.7% | -36.4% |
| 6M | -5.6% | +6.2% | -11.9% | -9.5% |
| YTD | +75.5% | +12.4% | +63.1% | +62.9% |
| 1Y | +19.3% | +40.0% | -20.6% | +1.9% |
| All | +19.3% | +38.8% | -19.5% | +1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling