+51.5%
WPM vs TECH
+36.9%
+14.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.0% | -1.1% |
| 7D | +1.1% | +0.1% | +1.0% | +1.1% |
| 30D | +26.4% | +0.7% | +25.6% | +26.3% |
| 3M | +20.8% | +36.3% | -15.5% | +17.8% |
| 6M | +1.1% | +25.6% | -24.5% | -0.6% |
| YTD | +32.5% | +23.7% | +8.8% | +30.7% |
| 1Y | +51.5% | +37.6% | +13.9% | +48.5% |
| All | +51.5% | +36.9% | +14.6% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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