+1,091.6%
ATI vs WPM
+545.0%
+546.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.7% | 0.0% | -3.0% |
| 7D | -2.7% | -3.6% | +0.9% | -2.1% |
| 30D | -13.5% | +12.5% | -26.0% | -15.5% |
| 3M | +8.5% | +40.6% | -32.1% | +1.6% |
| 6M | +25.2% | +0.5% | +24.6% | +23.8% |
| YTD | +73.4% | +29.0% | +44.4% | +64.5% |
| 1Y | +160.5% | +43.8% | +116.7% | +142.3% |
| 3Y | +347.3% | +266.3% | +81.0% | +254.4% |
| 5Y | +1,049.0% | +255.1% | +793.9% | +800.8% |
| All | +1,091.6% | +545.0% | +546.6% | +853.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling