+362.8%
PAAS vs WPM
+5,967.5%
-5,604.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -1.5% |
| 7D | -2.9% | +1.1% | -4.0% | -3.8% |
| 30D | +6.8% | +26.4% | -19.6% | -12.7% |
| 3M | -2.9% | +20.8% | -23.7% | -17.3% |
| 6M | -16.4% | +1.1% | -17.5% | -16.9% |
| YTD | 0.0% | +32.5% | -32.4% | -20.1% |
| 1Y | +54.3% | +51.5% | +2.8% | +11.2% |
| 3Y | +230.7% | +267.0% | -36.3% | +18.7% |
| 5Y | +111.6% | +250.1% | -138.5% | -19.1% |
| 10Y | +211.7% | +540.4% | -328.6% | -21.0% |
| All | +362.8% | +5,967.5% | -5,604.7% | -77.2% |
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