+111.1%
AXP vs WPM
+270.0%
-158.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | -0.1% | -1.0% |
| 7D | -2.1% | +1.1% | -3.2% | -2.2% |
| 30D | -6.5% | +26.4% | -32.9% | -8.2% |
| 3M | +4.6% | +20.8% | -16.2% | +2.9% |
| 6M | +5.4% | +1.1% | +4.3% | +4.4% |
| YTD | -11.1% | +32.5% | -43.6% | -13.4% |
| 1Y | -0.3% | +51.5% | -51.8% | -4.0% |
| All | +111.1% | +270.0% | -158.9% | +79.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling