+138.0%
GOOGL vs WPM
+257.6%
-119.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +1.1% | +7.0% | -6.0% | 0.0% |
| 30D | -4.4% | +15.7% | -20.2% | -6.8% |
| 3M | -6.8% | +35.2% | -42.0% | -11.6% |
| 6M | +13.6% | +6.1% | +7.5% | +11.6% |
| YTD | +8.3% | +32.6% | -24.3% | +1.5% |
| 1Y | +44.9% | +46.9% | -2.0% | +32.7% |
| 3Y | +150.5% | +276.3% | -125.8% | +85.0% |
| All | +138.0% | +257.6% | -119.6% | +69.9% |
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 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