+5,933.7%
WPM vs AEE
+349.9%
+5,583.8%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.3% |
| 7D | +7.0% | +1.3% | +5.7% | +6.4% |
| 30D | +15.7% | -1.2% | +17.0% | +16.2% |
| 3M | +35.2% | +1.0% | +34.2% | +34.0% |
| 6M | +6.1% | -2.3% | +8.4% | +6.5% |
| YTD | +32.6% | +9.1% | +23.4% | +26.6% |
| 1Y | +46.9% | +10.6% | +36.3% | +39.3% |
| 3Y | +276.3% | +48.5% | +227.8% | +208.4% |
| 5Y | +260.0% | +39.9% | +220.1% | +201.2% |
| 10Y | +508.5% | +185.7% | +322.8% | +222.5% |
| All | +5,933.7% | +349.9% | +5,583.8% | +1,983.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AEE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling