+30,513.3%
AVGO vs WPM
+1,429.6%
+29,083.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.3% | -4.5% | -4.7% |
| 7D | +18.2% | -3.6% | +21.7% | +18.8% |
| 30D | +0.2% | +1.4% | -1.2% | -0.2% |
| 3M | -16.8% | -0.2% | -16.6% | -17.3% |
| 6M | -16.5% | -7.3% | -9.1% | -16.2% |
| YTD | +0.8% | +12.3% | -11.5% | -2.6% |
| 1Y | +2.8% | +24.9% | -22.1% | -2.2% |
| 3Y | +278.5% | +210.4% | +68.2% | +213.1% |
| 5Y | +573.1% | +210.4% | +362.7% | +449.4% |
| 10Y | +2,598.7% | +731.7% | +1,867.0% | +1,782.9% |
| All | +30,513.3% | +1,429.6% | +29,083.7% | +16,858.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling