+271.8%
WPM vs TECH
+1.4%
+270.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.1% | +1.1% |
| 7D | +3.9% | -0.1% | +3.9% | +3.9% |
| 30D | +17.7% | +0.3% | +17.4% | +17.7% |
| 3M | +39.4% | +32.9% | +6.5% | +35.5% |
| 6M | +6.4% | +32.1% | -25.6% | +2.9% |
| YTD | +34.0% | +23.4% | +10.6% | +30.7% |
| 1Y | +50.5% | +34.1% | +16.5% | +45.2% |
| All | +271.8% | +1.4% | +270.3% | +277.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling