+288.6%
AZO vs WPM
+558.4%
-269.9%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.2% | -0.3% |
| 7D | -3.6% | -0.6% | -3.0% | -3.5% |
| 30D | -5.6% | +14.4% | -20.0% | -6.6% |
| 3M | -6.6% | +37.0% | -43.6% | -9.2% |
| 6M | -22.5% | +4.1% | -26.6% | -23.1% |
| YTD | -15.2% | +31.7% | -46.9% | -17.5% |
| 1Y | -33.9% | +44.2% | -78.1% | -36.4% |
| 3Y | +11.8% | +265.5% | -253.7% | -1.3% |
| 5Y | +85.5% | +262.5% | -177.0% | +62.5% |
| All | +288.6% | +558.4% | -269.9% | +222.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling