+3.6%
GOOG vs WPM
+38.8%
-35.2%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +12.0% | -8.7% | +1.7% |
| 7D | -10.7% | +3.9% | -14.6% | -11.2% |
| 30D | -16.4% | -3.5% | -12.9% | -16.3% |
| 3M | -23.4% | +14.1% | -37.5% | -24.8% |
| 6M | -24.2% | +6.2% | -30.5% | -25.1% |
| YTD | -8.3% | +12.4% | -20.7% | -10.5% |
| 1Y | +3.6% | +40.0% | -36.4% | -3.8% |
| All | +3.6% | +38.8% | -35.2% | -3.8% |
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 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