-12.7%
CMCSA vs WPM
+53.7%
-66.5%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.6% |
| 7D | -2.1% | +1.1% | -3.2% | -2.1% |
| 30D | +7.0% | +26.4% | -19.3% | +7.8% |
| 3M | +15.1% | +20.8% | -5.7% | +16.0% |
| 6M | -15.4% | +1.1% | -16.5% | -15.0% |
| YTD | -1.9% | +32.5% | -34.4% | +0.9% |
| 1Y | -12.7% | +51.5% | -64.2% | -10.4% |
| All | -12.7% | +53.7% | -66.5% | -10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling