+286.8%
INTC vs WPM
+5,046.3%
-4,759.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.3% | -2.5% |
| 7D | +6.0% | -3.6% | +9.6% | +6.6% |
| 30D | -39.2% | +1.4% | -40.6% | -39.3% |
| 3M | -42.9% | -0.2% | -42.8% | -43.0% |
| 6M | -50.4% | -7.3% | -43.1% | -50.0% |
| YTD | +61.7% | +12.3% | +49.3% | +58.3% |
| 1Y | +66.1% | +24.9% | +41.2% | +60.2% |
| 3Y | +58.1% | +210.4% | -152.2% | +33.5% |
| 5Y | +27.9% | +210.4% | -182.5% | +7.0% |
| 10Y | +111.1% | +731.7% | -620.5% | +51.3% |
| All | +286.8% | +5,046.3% | -4,759.5% | +108.2% |
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 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