+1,395.4%
ASML vs WPM
+566.7%
+828.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.9% | +2.1% | +4.3% |
| 7D | -9.0% | +16.9% | -25.9% | -12.8% |
| 30D | -21.0% | +2.0% | -22.9% | -21.5% |
| 3M | -16.3% | +8.9% | -25.2% | -18.8% |
| 6M | -7.5% | +1.6% | -9.1% | -9.0% |
| YTD | +34.0% | +16.5% | +17.5% | +26.7% |
| 1Y | +39.3% | +42.2% | -2.9% | +25.4% |
| 3Y | +128.9% | +213.3% | -84.4% | +65.7% |
| 5Y | +76.1% | +249.9% | -173.8% | +21.9% |
| All | +1,395.4% | +566.7% | +828.7% | +834.4% |
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