+63.9%
CSCO vs WPM
+53.7%
+10.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.6% |
| 7D | -0.7% | +1.1% | -1.7% | -0.8% |
| 30D | -10.1% | +26.4% | -36.5% | -12.4% |
| 3M | -15.7% | +20.8% | -36.5% | -17.6% |
| 6M | +36.3% | +1.1% | +35.2% | +35.4% |
| YTD | +43.8% | +32.5% | +11.4% | +41.0% |
| 1Y | +63.9% | +51.5% | +12.4% | +58.9% |
| All | +63.9% | +53.7% | +10.2% | +58.9% |
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