-40.6%
TECH vs WCC
+141.7%
-182.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +8.1% | -8.1% | -2.3% |
| 7D | +0.2% | -5.7% | +5.9% | +1.4% |
| 30D | +0.5% | -13.5% | +14.0% | +4.0% |
| 3M | +0.9% | -12.9% | +13.7% | +3.6% |
| 6M | +51.0% | -10.7% | +61.7% | +52.4% |
| YTD | +24.4% | +30.0% | -5.6% | +9.5% |
| 1Y | +27.6% | +24.7% | +2.9% | +13.8% |
| 3Y | +29.9% | +136.6% | -106.6% | -10.9% |
| 5Y | -40.6% | +143.9% | -184.6% | -62.8% |
| All | -40.6% | +141.7% | -182.3% | -62.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling