+34.1%
TECH vs WCC
+66.8%
-32.8%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.2% |
| 7D | -0.1% | +6.8% | -6.9% | -1.5% |
| 30D | +0.3% | -3.0% | +3.3% | +0.8% |
| 3M | +32.9% | +0.2% | +32.7% | +32.4% |
| 6M | +32.1% | +33.2% | -1.1% | +17.6% |
| YTD | +23.4% | +45.8% | -22.4% | +6.6% |
| 1Y | +34.1% | +68.4% | -34.3% | +10.1% |
| All | +34.1% | +66.8% | -32.8% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 1y: compounded portfolio wealth divided by compounded WCC 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…
1y analysis · Full analysis span regression · 6 months rolling