+692.8%
GOOGL vs WPM
+749.7%
-56.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | +3.9% | -3.6% | +7.4% | +4.3% |
| 30D | -14.9% | +1.4% | -16.4% | -15.2% |
| 3M | -14.6% | -0.2% | -14.4% | -14.9% |
| 6M | -26.4% | -7.3% | -19.1% | -26.3% |
| YTD | -5.3% | +12.3% | -17.7% | -8.3% |
| 1Y | +6.5% | +24.9% | -18.4% | +1.5% |
| 3Y | +126.0% | +210.4% | -84.3% | +87.4% |
| 5Y | +100.8% | +210.4% | -109.5% | +63.7% |
| All | +692.8% | +749.7% | -56.9% | +512.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling