+247.2%
ARM vs WPM
+225.6%
+21.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.1% | +2.5% | -0.8% |
| 7D | -10.4% | +16.4% | -26.7% | -15.5% |
| 30D | -31.8% | -1.5% | -30.4% | -31.5% |
| 3M | -32.2% | +2.6% | -34.8% | -33.2% |
| 6M | -14.9% | -1.3% | -13.6% | -16.1% |
| YTD | +66.0% | +16.8% | +49.3% | +54.5% |
| 1Y | +17.2% | +34.1% | -16.9% | +4.8% |
| 3Y | +247.2% | +225.1% | +22.1% | +143.0% |
| All | +247.2% | +225.6% | +21.6% | +143.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling