+74.6%
WPM vs AMRZ
-19.2%
+93.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.4% | +1.9% |
| 7D | +3.9% | -4.7% | +8.5% | +5.5% |
| 30D | +17.7% | -11.3% | +29.0% | +22.4% |
| 3M | +39.4% | -22.1% | +61.5% | +50.8% |
| 6M | +6.4% | -29.6% | +36.0% | +18.1% |
| YTD | +34.0% | -23.3% | +57.3% | +46.8% |
| 1Y | +50.5% | -23.7% | +74.2% | +65.0% |
| All | +74.6% | -19.2% | +93.8% | +93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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