+2.8%
AVGO vs WPM
+21.9%
-19.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.3% | -4.5% | -4.7% |
| 7D | +18.2% | -3.6% | +21.7% | +18.9% |
| 30D | +0.2% | +1.4% | -1.2% | -0.3% |
| 3M | -16.8% | -0.2% | -16.6% | -17.4% |
| 6M | -16.5% | -7.3% | -9.1% | -16.5% |
| YTD | +0.8% | +12.3% | -11.5% | -9.2% |
| 1Y | +2.8% | +24.9% | -22.1% | -13.0% |
| All | +2.8% | +21.9% | -19.1% | -13.0% |
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