+31,416.6%
AVGO vs WPM
+1,703.4%
+29,713.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.4% |
| 7D | -3.0% | +1.1% | -4.0% | -3.2% |
| 30D | -14.4% | +26.4% | -40.8% | -17.8% |
| 3M | -14.4% | +20.8% | -35.3% | -17.3% |
| 6M | +13.1% | +1.1% | +12.0% | +12.0% |
| YTD | +3.8% | +32.5% | -28.7% | -1.9% |
| 1Y | +17.8% | +51.5% | -33.7% | +8.9% |
| 3Y | +325.3% | +267.0% | +58.2% | +243.3% |
| 5Y | +689.9% | +250.1% | +439.8% | +533.4% |
| 10Y | +2,597.0% | +540.4% | +2,056.6% | +1,841.7% |
| All | +31,416.6% | +1,703.4% | +29,713.2% | +16,968.3% |
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