+45.0%
AAPL vs WPM
+46.6%
-1.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.3% | +1.6% |
| 7D | +3.8% | -0.6% | +4.4% | +3.9% |
| 30D | +9.9% | +14.4% | -4.5% | +8.4% |
| 3M | +12.5% | +37.0% | -24.5% | +9.0% |
| 6M | +27.6% | +4.1% | +23.5% | +25.1% |
| YTD | +22.6% | +31.7% | -9.2% | +21.1% |
| 1Y | +45.0% | +44.2% | +0.8% | +43.2% |
| All | +45.0% | +46.6% | -1.6% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling