+297.5%
AVGO vs WPM
+215.3%
+82.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.8% | +8.3% | +6.2% |
| 7D | +25.0% | -0.5% | +25.5% | +25.0% |
| 30D | +2.0% | -3.1% | +5.1% | +2.5% |
| 3M | -12.3% | -2.2% | -10.1% | -12.6% |
| 6M | -12.8% | -7.4% | -5.4% | -12.5% |
| YTD | +5.9% | +12.6% | -6.8% | -1.7% |
| 1Y | +3.3% | +22.8% | -19.5% | -6.8% |
| All | +297.5% | +215.3% | +82.1% | +186.8% |
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 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