+15.4%
AUR vs WPM
+46.6%
-31.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.5% | +0.6% |
| 7D | +1.4% | -0.6% | +2.0% | +1.7% |
| 30D | -6.4% | +14.4% | -20.8% | -12.2% |
| 3M | +7.7% | +37.0% | -29.3% | -7.7% |
| 6M | +44.5% | +4.1% | +40.4% | +39.5% |
| YTD | +67.4% | +31.7% | +35.7% | +48.5% |
| 1Y | +15.4% | +44.2% | -28.7% | -0.1% |
| All | +15.4% | +46.6% | -31.2% | -0.1% |
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