+5,928.6%
WPM vs TECH
+640.9%
+5,287.7%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.0% | -1.0% |
| 7D | +1.1% | +0.1% | +1.0% | +1.1% |
| 30D | +26.4% | +0.7% | +25.6% | +26.2% |
| 3M | +20.8% | +36.3% | -15.5% | +11.8% |
| 6M | +1.1% | +25.6% | -24.5% | -5.8% |
| YTD | +32.5% | +23.7% | +8.8% | +23.5% |
| 1Y | +51.5% | +37.6% | +13.9% | +36.8% |
| 3Y | +267.0% | -6.6% | +273.6% | +253.0% |
| 5Y | +250.1% | -42.2% | +292.4% | +276.1% |
| 10Y | +540.4% | +187.6% | +352.8% | +272.9% |
| All | +5,928.6% | +640.9% | +5,287.7% | +2,000.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling