+196.2%
PAAS vs WPM
+749.7%
-553.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.3% |
| 7D | -8.9% | -3.6% | -5.3% | -5.4% |
| 30D | -11.4% | +1.4% | -12.9% | -13.3% |
| 3M | -20.4% | -0.2% | -20.3% | -21.4% |
| 6M | -40.7% | -7.3% | -33.4% | -36.5% |
| YTD | -26.9% | +12.3% | -39.3% | -36.5% |
| 1Y | -3.1% | +24.9% | -28.0% | -24.4% |
| 3Y | +199.3% | +210.4% | -11.1% | -9.3% |
| 5Y | +48.3% | +210.4% | -162.1% | -54.3% |
| All | +196.2% | +749.7% | -553.5% | -60.9% |
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