+525.4%
WPM vs AEE
+191.1%
+334.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -0.6% | -0.8% | +0.2% | -0.3% |
| 30D | +14.4% | -2.9% | +17.3% | +15.4% |
| 3M | +37.0% | -2.4% | +39.4% | +37.6% |
| 6M | +4.1% | -2.7% | +6.8% | +4.6% |
| YTD | +31.7% | +7.3% | +24.5% | +28.4% |
| 1Y | +44.2% | +7.5% | +36.6% | +40.3% |
| 3Y | +265.5% | +46.2% | +219.3% | +222.3% |
| 5Y | +262.5% | +39.7% | +222.8% | +223.9% |
| All | +525.4% | +191.1% | +334.3% | +259.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling