+525.4%
WPM vs AMP
+589.3%
-63.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.3% | +2.0% |
| 7D | -0.6% | -0.5% | 0.0% | -0.5% |
| 30D | +14.4% | -1.3% | +15.7% | +14.5% |
| 3M | +37.0% | +24.2% | +12.8% | +34.4% |
| 6M | +4.1% | +24.6% | -20.4% | +2.1% |
| YTD | +31.7% | +14.8% | +16.9% | +29.9% |
| 1Y | +44.2% | +12.8% | +31.4% | +42.3% |
| 3Y | +265.5% | +69.0% | +196.5% | +246.4% |
| 5Y | +262.5% | +124.9% | +137.6% | +234.9% |
| All | +525.4% | +589.3% | -63.9% | +528.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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