+242.5%
WPM vs AHR
+357.7%
-115.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.4% |
| 7D | +3.9% | -4.3% | +8.2% | +5.0% |
| 30D | +17.7% | -3.1% | +20.7% | +18.5% |
| 3M | +39.4% | +15.7% | +23.8% | +33.9% |
| 6M | +6.4% | +4.1% | +2.3% | +5.2% |
| YTD | +34.0% | +15.4% | +18.6% | +28.6% |
| 1Y | +50.5% | +28.0% | +22.6% | +39.5% |
| All | +242.5% | +357.7% | -115.2% | +155.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling