+6.1%
AS vs WPM
+41.3%
-35.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.9% | -2.4% | -0.3% |
| 7D | +6.9% | +16.9% | -10.0% | +2.7% |
| 30D | +16.0% | +2.0% | +14.0% | +15.0% |
| 3M | -12.8% | +8.9% | -21.8% | -16.1% |
| 6M | -15.4% | +1.6% | -17.0% | -17.2% |
| YTD | -15.7% | +16.5% | -32.2% | -22.3% |
| 1Y | +6.1% | +42.2% | -36.1% | -10.9% |
| All | +6.1% | +41.3% | -35.2% | -10.9% |
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