+222.6%
GWW vs TECH
-42.1%
+264.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | -0.5% | -0.1% | -0.4% | -0.5% |
| 30D | -1.4% | +0.3% | -1.7% | -1.5% |
| 3M | -3.6% | +32.9% | -36.6% | -8.4% |
| 6M | +15.1% | +32.1% | -16.9% | +8.6% |
| YTD | +27.5% | +23.4% | +4.1% | +21.6% |
| 1Y | +29.6% | +34.1% | -4.5% | +21.4% |
| 3Y | +90.1% | +2.2% | +87.9% | +82.4% |
| 5Y | +222.6% | -41.8% | +264.4% | +235.6% |
| All | +222.6% | -42.1% | +264.7% | +235.6% |
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