+135.0%
GOOG vs WPM
+252.7%
-117.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.7% | +4.3% | +1.2% |
| 7D | -2.5% | -3.6% | +1.1% | -2.0% |
| 30D | -3.6% | +12.5% | -16.1% | -5.6% |
| 3M | -6.4% | +40.6% | -47.0% | -12.0% |
| 6M | +7.8% | +0.5% | +7.2% | +6.8% |
| YTD | +5.5% | +29.0% | -23.5% | -0.8% |
| 1Y | +38.3% | +43.8% | -5.5% | +26.9% |
| 3Y | +143.1% | +266.3% | -123.2% | +79.9% |
| 5Y | +135.0% | +255.1% | -120.1% | +68.4% |
| All | +135.0% | +252.7% | -117.7% | +68.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling