+39.4%
GOOGL vs WPM
+44.1%
-4.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.7% | +4.3% | +1.0% |
| 7D | -2.8% | -3.6% | +0.8% | -2.5% |
| 30D | -3.2% | +12.5% | -15.7% | -4.4% |
| 3M | -6.6% | +40.6% | -47.2% | -10.4% |
| 6M | +8.5% | +0.5% | +7.9% | +7.4% |
| YTD | +6.5% | +29.0% | -22.6% | +1.9% |
| 1Y | +39.4% | +43.8% | -4.4% | +28.2% |
| All | +39.4% | +44.1% | -4.7% | +28.2% |
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