+289.3%
INTC vs WPM
+53.7%
+235.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.1% | +5.6% | +4.8% |
| 7D | +7.1% | +1.1% | +6.0% | +6.6% |
| 30D | -5.2% | +26.4% | -31.6% | -13.1% |
| 3M | -14.3% | +20.8% | -35.1% | -21.0% |
| 6M | +110.2% | +1.1% | +109.1% | +99.3% |
| YTD | +159.6% | +32.5% | +127.2% | +141.4% |
| 1Y | +289.3% | +51.5% | +237.7% | +276.5% |
| All | +289.3% | +53.7% | +235.5% | +276.5% |
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