+72.6%
WPM vs AMRZ
-13.6%
+86.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.6% | -0.9% |
| 7D | +1.1% | -1.9% | +3.0% | +1.8% |
| 30D | +26.4% | -16.9% | +43.3% | +34.0% |
| 3M | +20.8% | -19.2% | +40.0% | +29.3% |
| 6M | +1.1% | -29.3% | +30.4% | +11.3% |
| YTD | +32.5% | -18.0% | +50.4% | +41.9% |
| 1Y | +51.5% | -15.1% | +66.6% | +62.6% |
| All | +72.6% | -13.6% | +86.2% | +87.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling