+711.3%
WPM vs AMBA
-0.9%
+712.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.3% | -0.1% |
| 7D | -3.6% | +2.7% | -6.2% | -3.8% |
| 30D | +1.4% | -2.2% | +3.6% | +1.6% |
| 3M | -0.2% | -26.6% | +26.5% | +2.1% |
| 6M | -7.3% | -26.8% | +19.5% | -6.2% |
| YTD | +12.3% | -15.1% | +27.5% | +12.1% |
| 1Y | +24.9% | -32.3% | +57.2% | +26.3% |
| 3Y | +210.4% | +19.8% | +190.6% | +195.5% |
| 5Y | +210.4% | -69.2% | +279.6% | +207.8% |
| All | +711.3% | -0.9% | +712.2% | +646.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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