+95.0%
GWW vs TECH
+29.5%
+65.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | +3.7% | +0.2% | +3.5% | +3.7% |
| 30D | +13.6% | +0.5% | +13.1% | +13.5% |
| 3M | +15.4% | +1.0% | +14.4% | +15.2% |
| 6M | +21.8% | +54.1% | -32.3% | +14.5% |
| YTD | +50.0% | +24.4% | +25.7% | +44.3% |
| 1Y | +60.2% | +19.3% | +40.9% | +54.9% |
| All | +95.0% | +29.5% | +65.5% | +77.4% |
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