+228.9%
ARM vs WPM
+212.7%
+16.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.9% | +1.8% | +3.7% |
| 7D | -15.2% | +16.9% | -32.1% | -20.3% |
| 30D | -40.7% | +2.0% | -42.6% | -41.2% |
| 3M | -39.1% | +8.9% | -48.0% | -41.3% |
| 6M | -26.4% | +1.6% | -28.0% | -28.0% |
| YTD | +59.7% | +16.5% | +43.2% | +49.0% |
| 1Y | +10.3% | +42.2% | -31.9% | -2.7% |
| 3Y | +228.9% | +213.3% | +15.5% | +129.9% |
| All | +228.9% | +212.7% | +16.1% | +129.9% |
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 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