+247.2%
AMAT vs WPM
+254.8%
-7.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.1% | +5.4% | +4.6% |
| 7D | -1.5% | +1.1% | -2.6% | -1.9% |
| 30D | -14.8% | +26.4% | -41.1% | -20.8% |
| 3M | -9.3% | +20.8% | -30.1% | -14.8% |
| 6M | +27.4% | +1.1% | +26.3% | +24.7% |
| YTD | +77.6% | +32.5% | +45.1% | +62.4% |
| 1Y | +188.9% | +51.5% | +137.4% | +154.7% |
| 3Y | +202.3% | +267.0% | -64.7% | +107.4% |
| All | +247.2% | +254.8% | -7.6% | +113.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling