+117.9%
ASML vs WPM
+203.9%
-86.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.7% | -10.1% | -9.5% |
| 7D | -19.0% | +7.5% | -26.5% | -20.7% |
| 30D | -25.9% | -3.8% | -22.2% | -25.3% |
| 3M | -19.1% | +8.0% | -27.0% | -21.4% |
| 6M | -5.7% | +6.1% | -11.8% | -8.4% |
| YTD | +27.6% | +13.2% | +14.4% | +21.8% |
| 1Y | +30.8% | +37.9% | -7.1% | +20.0% |
| All | +117.9% | +203.9% | -86.0% | +64.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling