+7.7%
AS vs WPM
+40.9%
-33.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.6% | -2.5% | +1.7% |
| 7D | +5.8% | +20.8% | -15.0% | +0.7% |
| 30D | +15.4% | +3.8% | +11.5% | +13.8% |
| 3M | -11.9% | +7.4% | -19.3% | -14.6% |
| 6M | -9.9% | +4.0% | -13.9% | -12.0% |
| YTD | -13.1% | +23.0% | -36.1% | -21.2% |
| All | +7.7% | +40.9% | -33.2% | -8.3% |
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