+740.7%
GOOGL vs WPM
+545.0%
+195.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.7% | +4.3% | +1.1% |
| 7D | -2.8% | -3.6% | +0.8% | -2.4% |
| 30D | -3.2% | +12.5% | -15.7% | -4.8% |
| 3M | -6.6% | +40.6% | -47.2% | -11.1% |
| 6M | +8.5% | +0.5% | +7.9% | +7.6% |
| YTD | +6.5% | +29.0% | -22.6% | +1.6% |
| 1Y | +39.4% | +43.8% | -4.4% | +30.7% |
| 3Y | +146.2% | +266.3% | -120.1% | +100.6% |
| 5Y | +138.3% | +255.1% | -116.8% | +92.0% |
| All | +740.7% | +545.0% | +195.7% | +556.3% |
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