+4,583.6%
GOOGL vs WPM
+5,967.5%
-1,383.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | -0.1% | -1.0% |
| 7D | -2.3% | +1.1% | -3.4% | -2.4% |
| 30D | -6.6% | +26.4% | -32.9% | -9.1% |
| 3M | -8.9% | +20.8% | -29.8% | -11.2% |
| 6M | +11.9% | +1.1% | +10.8% | +11.0% |
| YTD | +8.3% | +32.5% | -24.1% | +3.9% |
| 1Y | +46.2% | +51.5% | -5.3% | +37.7% |
| 3Y | +151.9% | +267.0% | -115.2% | +112.8% |
| 5Y | +137.7% | +250.1% | -112.4% | +100.0% |
| 10Y | +757.6% | +540.4% | +217.2% | +559.3% |
| All | +4,583.6% | +5,967.5% | -1,383.9% | +2,246.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling