+1,425.2%
AMAT vs WPM
+659.5%
+765.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.8% | +6.2% |
| 7D | +7.0% | +3.1% | +3.8% | +6.3% |
| 30D | -20.6% | -1.8% | -18.8% | -20.4% |
| 3M | -24.8% | +1.0% | -25.8% | -25.4% |
| 6M | -10.7% | -5.4% | -5.3% | -10.6% |
| YTD | +54.3% | +15.9% | +38.4% | +48.1% |
| 1Y | +73.7% | +30.8% | +42.9% | +62.9% |
| 3Y | +168.4% | +222.6% | -54.2% | +109.2% |
| 5Y | +167.6% | +227.4% | -59.8% | +103.5% |
| 10Y | +1,425.2% | +757.8% | +667.4% | +976.6% |
| All | +1,425.2% | +659.5% | +765.7% | +976.6% |
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