+512.7%
WPM vs TECH
+189.8%
+322.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.7% |
| 7D | -3.6% | -0.5% | -3.1% | -3.5% |
| 30D | +12.5% | 0.0% | +12.5% | +12.5% |
| 3M | +40.6% | +37.4% | +3.2% | +34.5% |
| 6M | +0.5% | +36.9% | -36.3% | -4.5% |
| YTD | +29.0% | +23.1% | +5.9% | +24.4% |
| 1Y | +43.8% | +42.2% | +1.6% | +35.5% |
| 3Y | +266.3% | +1.9% | +264.3% | +255.8% |
| 5Y | +255.1% | -42.9% | +298.0% | +267.6% |
| All | +512.7% | +189.8% | +322.9% | +535.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling