+2,754.1%
AMAT vs WPM
+5,236.6%
-2,482.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.9% | +1.3% | +3.7% |
| 7D | -14.7% | +16.9% | -31.6% | -17.0% |
| 30D | -36.1% | +2.0% | -38.1% | -36.4% |
| 3M | -36.9% | +8.9% | -45.8% | -38.0% |
| 6M | -22.2% | +1.6% | -23.8% | -22.8% |
| YTD | +29.9% | +16.5% | +13.4% | +25.8% |
| 1Y | +43.3% | +42.2% | +1.1% | +34.5% |
| 3Y | +142.7% | +213.3% | -70.6% | +99.6% |
| 5Y | +126.2% | +249.9% | -123.7% | +81.0% |
| 10Y | +1,211.7% | +549.4% | +662.4% | +828.7% |
| All | +2,754.1% | +5,236.6% | -2,482.4% | +1,378.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling