+39.3%
ASML vs WPM
+41.3%
-2.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.9% | +2.1% | +4.1% |
| 7D | -9.0% | +16.9% | -25.9% | -13.7% |
| 30D | -21.0% | +2.0% | -22.9% | -21.4% |
| 3M | -16.3% | +8.9% | -25.2% | -19.6% |
| 6M | -7.5% | +1.6% | -9.1% | -9.7% |
| YTD | +34.0% | +16.5% | +17.5% | +24.0% |
| 1Y | +39.3% | +42.2% | -2.9% | +17.0% |
| All | +39.3% | +41.3% | -2.0% | +17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling