+32,043.9%
AVGO vs WPM
+1,433.7%
+30,610.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.8% | +8.3% | +6.0% |
| 7D | +25.0% | -0.5% | +25.5% | +25.0% |
| 30D | +2.0% | -3.1% | +5.1% | +2.3% |
| 3M | -12.3% | -2.2% | -10.1% | -12.5% |
| 6M | -12.8% | -7.4% | -5.4% | -12.6% |
| YTD | +5.9% | +12.6% | -6.8% | +2.3% |
| 1Y | +3.3% | +22.8% | -19.5% | -1.5% |
| 3Y | +293.1% | +213.6% | +79.4% | +224.6% |
| 5Y | +606.7% | +211.2% | +395.5% | +476.7% |
| 10Y | +2,733.6% | +733.9% | +1,999.7% | +1,876.2% |
| All | +32,043.9% | +1,433.7% | +30,610.3% | +17,699.0% |
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 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