+142.1%
GOOG vs WPM
+259.8%
-117.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.7% | +4.3% | +1.0% |
| 7D | -2.5% | -3.6% | +1.1% | -2.1% |
| 30D | -3.6% | +12.5% | -16.1% | -5.1% |
| 3M | -6.4% | +40.6% | -47.0% | -10.6% |
| 6M | +7.8% | +0.5% | +7.2% | +7.0% |
| YTD | +5.5% | +29.0% | -23.5% | +0.8% |
| 1Y | +38.3% | +43.8% | -5.5% | +29.6% |
| All | +142.1% | +259.8% | -117.7% | +96.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling