+86.5%
CAG vs WPM
+5,972.6%
-5,886.1%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | -5.3% | +7.0% | -12.3% | -5.6% |
| 30D | +1.0% | +15.7% | -14.7% | +0.2% |
| 3M | +17.4% | +35.2% | -17.8% | +15.4% |
| 6M | -16.8% | +6.1% | -22.9% | -17.3% |
| YTD | -6.8% | +32.6% | -39.4% | -8.6% |
| 1Y | -15.4% | +46.9% | -62.3% | -17.6% |
| 3Y | -37.1% | +276.3% | -313.4% | -42.1% |
| 5Y | -41.3% | +260.0% | -301.3% | -46.1% |
| 10Y | -35.5% | +508.5% | -544.0% | -43.1% |
| All | +86.5% | +5,972.6% | -5,886.1% | +33.0% |
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 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