+271.1%
PAAS vs WPM
+5,236.6%
-4,965.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.9% | -1.5% | -1.0% |
| 7D | +8.4% | +16.9% | -8.5% | -5.4% |
| 30D | -7.2% | +2.0% | -9.1% | -8.8% |
| 3M | -14.0% | +8.9% | -23.0% | -20.3% |
| 6M | -26.8% | +1.6% | -28.3% | -27.7% |
| YTD | -19.8% | +16.5% | -36.3% | -28.6% |
| 1Y | +22.8% | +42.2% | -19.4% | -7.0% |
| 3Y | +183.6% | +213.3% | -29.7% | +15.9% |
| 5Y | +73.8% | +249.9% | -176.1% | -33.2% |
| 10Y | +185.6% | +549.4% | -363.8% | -28.1% |
| All | +271.1% | +5,236.6% | -4,965.5% | -79.7% |
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