+207.0%
WPM vs AEE
+56.4%
+150.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.7% |
| 7D | -3.6% | +1.7% | -5.3% | -4.2% |
| 30D | +1.4% | +9.7% | -8.3% | -2.4% |
| 3M | -0.2% | +5.9% | -6.1% | -2.6% |
| 6M | -7.3% | +6.7% | -14.0% | -10.3% |
| YTD | +12.3% | +17.4% | -5.0% | +4.1% |
| 1Y | +24.9% | +12.7% | +12.2% | +17.8% |
| 3Y | +210.4% | +68.2% | +142.1% | +140.5% |
| All | +207.0% | +56.4% | +150.6% | +153.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling