+711.1%
AVGO vs WPM
+261.4%
+449.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.4% |
| 7D | -0.8% | +3.9% | -4.7% | -1.7% |
| 30D | -13.7% | +17.7% | -31.4% | -17.5% |
| 3M | -6.9% | +39.4% | -46.4% | -15.1% |
| 6M | +5.8% | +6.4% | -0.6% | +2.7% |
| YTD | +5.7% | +34.0% | -28.3% | -4.5% |
| 1Y | +9.0% | +50.5% | -41.5% | -4.9% |
| 3Y | +340.5% | +280.3% | +60.2% | +199.8% |
| 5Y | +711.1% | +266.3% | +444.7% | +426.2% |
| All | +711.1% | +261.4% | +449.7% | +426.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling