+296.7%
AU vs WPM
+6,037.2%
-5,740.5%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.4% | -0.1% |
| 7D | +0.6% | +3.9% | -3.2% | -2.1% |
| 30D | +12.3% | +17.7% | -5.4% | -0.2% |
| 3M | +29.4% | +39.4% | -10.1% | +2.2% |
| 6M | +3.2% | +6.4% | -3.2% | +0.2% |
| YTD | +31.8% | +34.0% | -2.2% | +9.4% |
| 1Y | +83.4% | +50.5% | +32.9% | +41.2% |
| 3Y | +623.1% | +280.3% | +342.8% | +199.0% |
| 5Y | +700.5% | +266.3% | +434.2% | +247.5% |
| 10Y | +717.6% | +550.8% | +166.8% | +150.1% |
| All | +296.7% | +6,037.2% | -5,740.5% | -71.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling