+13.4%
AUR vs WPM
+53.7%
-40.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.8% |
| 7D | +8.7% | +1.1% | +7.7% | +8.3% |
| 30D | -5.2% | +26.4% | -31.6% | -15.0% |
| 3M | -7.3% | +20.8% | -28.1% | -15.6% |
| 6M | +41.2% | +1.1% | +40.1% | +37.8% |
| YTD | +65.1% | +32.5% | +32.6% | +45.8% |
| 1Y | +13.4% | +51.5% | -38.1% | -3.1% |
| All | +13.4% | +53.7% | -40.3% | -3.1% |
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 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