+202.7%
PAAS vs WPM
+502.1%
-299.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.7% | -0.8% |
| 7D | +2.0% | +7.0% | -5.0% | -5.1% |
| 30D | -0.1% | +15.7% | -15.8% | -14.8% |
| 3M | +8.2% | +35.2% | -27.0% | -21.9% |
| 6M | -13.8% | +6.1% | -19.9% | -19.7% |
| YTD | -0.6% | +32.6% | -33.2% | -26.6% |
| 1Y | +44.0% | +46.9% | -2.9% | -3.8% |
| 3Y | +246.6% | +276.3% | -29.7% | -10.7% |
| 5Y | +116.1% | +260.0% | -143.9% | -41.0% |
| 10Y | +202.7% | +508.5% | -305.8% | -45.0% |
| All | +202.7% | +502.1% | -299.3% | -45.0% |
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