+17.8%
AVGO vs WPM
+53.7%
-36.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.4% |
| 7D | -3.0% | +1.1% | -4.0% | -3.2% |
| 30D | -14.4% | +26.4% | -40.8% | -19.2% |
| 3M | -14.4% | +20.8% | -35.3% | -18.8% |
| 6M | +13.1% | +1.1% | +12.0% | +10.1% |
| YTD | +3.8% | +32.5% | -28.7% | -7.5% |
| 1Y | +17.8% | +51.5% | -33.7% | -1.8% |
| All | +17.8% | +53.7% | -36.0% | -1.8% |
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 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