+736.8%
AZN vs WPM
+6,037.2%
-5,300.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -2.1% |
| 7D | -2.9% | +3.9% | -6.8% | -3.3% |
| 30D | -3.1% | +17.7% | -20.7% | -4.9% |
| 3M | -14.4% | +39.4% | -53.9% | -17.8% |
| 6M | -19.5% | +6.4% | -25.9% | -20.5% |
| YTD | -13.8% | +34.0% | -47.7% | -17.3% |
| 1Y | -2.4% | +50.5% | -52.9% | -7.9% |
| 3Y | +21.3% | +280.3% | -259.0% | +2.4% |
| 5Y | +53.6% | +266.3% | -212.7% | +29.2% |
| 10Y | +220.1% | +550.8% | -330.7% | +146.2% |
| All | +736.8% | +6,037.2% | -5,300.4% | +315.5% |
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