+236.8%
WPM vs AHR
+356.1%
-119.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.3% |
| 7D | -0.6% | -2.1% | +1.5% | -0.1% |
| 30D | +14.4% | +1.9% | +12.5% | +13.9% |
| 3M | +37.0% | +15.7% | +21.3% | +31.6% |
| 6M | +4.1% | +2.5% | +1.6% | +3.3% |
| YTD | +31.7% | +15.0% | +16.7% | +26.5% |
| 1Y | +44.2% | +28.1% | +16.1% | +33.5% |
| All | +236.8% | +356.1% | -119.3% | +151.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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