+344.7%
AVGO vs WPM
+269.6%
+75.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.9% | +3.0% |
| 7D | -0.3% | +7.0% | -7.3% | -2.0% |
| 30D | -13.8% | +15.7% | -29.6% | -17.2% |
| 3M | -6.9% | +35.2% | -42.1% | -14.6% |
| 6M | +11.9% | +6.1% | +5.8% | +8.7% |
| YTD | +6.9% | +32.6% | -25.7% | -3.7% |
| 1Y | +7.4% | +46.9% | -39.5% | -6.5% |
| All | +344.7% | +269.6% | +75.1% | +214.1% |
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