+255.1%
WPM vs AEE
+38.5%
+216.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.2% | -2.5% | -3.2% |
| 7D | -3.6% | -0.7% | -2.9% | -3.3% |
| 30D | +12.5% | -2.0% | +14.4% | +13.3% |
| 3M | +40.6% | -2.8% | +43.4% | +41.7% |
| 6M | +0.5% | -3.6% | +4.1% | +1.5% |
| YTD | +29.0% | +7.3% | +21.7% | +24.0% |
| 1Y | +43.8% | +8.7% | +35.1% | +37.3% |
| 3Y | +266.3% | +46.0% | +220.3% | +201.5% |
| 5Y | +255.1% | +39.8% | +215.3% | +195.4% |
| All | +255.1% | +38.5% | +216.6% | +195.4% |
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