+11,428.0%
ASML vs WPM
+5,967.5%
+5,460.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.1% | +5.2% | +4.4% |
| 7D | +1.1% | +1.1% | 0.0% | +0.8% |
| 30D | +2.2% | +26.4% | -24.2% | -2.4% |
| 3M | -2.3% | +20.8% | -23.1% | -6.1% |
| 6M | +23.0% | +1.1% | +21.9% | +21.9% |
| YTD | +61.1% | +32.5% | +28.6% | +51.6% |
| 1Y | +129.1% | +51.5% | +77.6% | +109.9% |
| 3Y | +165.4% | +267.0% | -101.7% | +104.9% |
| 5Y | +109.5% | +250.1% | -140.7% | +61.6% |
| 10Y | +1,645.7% | +540.4% | +1,105.4% | +1,076.9% |
| All | +11,428.0% | +5,967.5% | +5,460.5% | +5,113.7% |
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