+521.1%
INTC vs WPM
+5,967.5%
-5,446.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.1% | +5.6% | +4.7% |
| 7D | +7.1% | +1.1% | +6.0% | +6.9% |
| 30D | -5.2% | +26.4% | -31.6% | -8.6% |
| 3M | -14.3% | +20.8% | -35.1% | -16.8% |
| 6M | +110.2% | +1.1% | +109.1% | +108.7% |
| YTD | +159.6% | +32.5% | +127.2% | +147.9% |
| 1Y | +289.3% | +51.5% | +237.7% | +263.9% |
| 3Y | +166.1% | +267.0% | -101.0% | +118.8% |
| 5Y | +94.4% | +250.1% | -155.7% | +59.4% |
| 10Y | +227.7% | +540.4% | -312.7% | +140.3% |
| All | +521.1% | +5,967.5% | -5,446.4% | +226.1% |
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