+250.9%
PAAS vs WPM
+280.0%
-29.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -1.2% |
| 7D | -2.9% | +1.1% | -4.0% | -4.1% |
| 30D | +6.8% | +26.4% | -19.6% | -18.2% |
| 3M | -2.9% | +20.8% | -23.7% | -21.9% |
| 6M | -16.4% | +1.1% | -17.5% | -18.0% |
| YTD | 0.0% | +32.5% | -32.4% | -28.4% |
| 1Y | +54.3% | +51.5% | +2.8% | -5.2% |
| All | +250.9% | +280.0% | -29.0% | -26.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling