+46.4%
WPM vs AMRZ
-19.2%
+65.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -3.6% | -2.1% | -1.5% | -2.7% |
| 30D | +1.4% | +13.0% | -11.5% | -2.7% |
| 3M | -0.2% | -12.1% | +11.9% | +4.3% |
| 6M | -7.3% | -19.1% | +11.8% | -0.8% |
| YTD | +12.3% | -23.3% | +35.6% | +23.2% |
| 1Y | +24.9% | -16.6% | +41.5% | +36.9% |
| All | +46.4% | -19.2% | +65.6% | +62.6% |
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