+265.5%
WPM vs AMP
+66.7%
+198.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +14.6% |
| 3M | +37.0% | +24.2% | +12.8% | +32.9% |
| 6M | +4.1% | +24.6% | -20.4% | +1.0% |
| YTD | +31.7% | +14.8% | +16.9% | +28.5% |
| 1Y | +44.2% | +12.8% | +31.4% | +40.8% |
| 3Y | +265.5% | +69.0% | +196.5% | +216.8% |
| All | +265.5% | +66.7% | +198.8% | +216.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling