+1,370.8%
AMAT vs WPM
+556.6%
+814.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.1% | +5.6% | +1.6% |
| 7D | -2.5% | +16.4% | -18.8% | -5.8% |
| 30D | -26.5% | -1.5% | -25.1% | -26.4% |
| 3M | -28.6% | +2.6% | -31.1% | -29.4% |
| 6M | -14.2% | -1.3% | -12.9% | -14.9% |
| YTD | +45.5% | +16.8% | +28.7% | +39.5% |
| 1Y | +59.3% | +34.1% | +25.2% | +48.9% |
| 3Y | +153.1% | +225.1% | -72.0% | +98.1% |
| 5Y | +158.2% | +234.5% | -76.3% | +96.9% |
| 10Y | +1,370.8% | +674.1% | +696.7% | +971.1% |
| All | +1,370.8% | +556.6% | +814.2% | +971.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling