+44.6%
AU vs WPM
+38.8%
+5.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +12.0% | -4.0% | -4.2% |
| 7D | +0.8% | +3.9% | -3.1% | -3.4% |
| 30D | -7.0% | -3.5% | -3.5% | -3.7% |
| 3M | +8.5% | +14.1% | -5.5% | -6.1% |
| 6M | -1.3% | +6.2% | -7.5% | -7.9% |
| YTD | +6.8% | +12.4% | -5.6% | -6.9% |
| 1Y | +44.6% | +40.0% | +4.7% | -3.3% |
| All | +44.6% | +38.8% | +5.8% | -3.3% |
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