+227.4%
WPM vs TECH
-41.3%
+268.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.7% | -0.8% |
| 7D | +3.1% | +0.1% | +3.0% | +3.1% |
| 30D | -1.8% | +0.3% | -2.2% | -1.9% |
| 3M | +1.0% | +1.0% | 0.0% | +0.9% |
| 6M | -5.4% | +54.0% | -59.4% | -11.4% |
| YTD | +15.9% | +24.3% | -8.4% | +11.3% |
| 1Y | +30.8% | +23.7% | +7.1% | +25.6% |
| 3Y | +222.6% | +28.5% | +194.2% | +198.5% |
| 5Y | +227.4% | -41.2% | +268.6% | +266.8% |
| All | +227.4% | -41.3% | +268.7% | +266.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling