+2,581.2%
TECH vs WCC
+1,713.7%
+867.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.9% | -3.9% | -0.7% |
| 7D | +0.1% | +4.5% | -4.4% | -0.7% |
| 30D | +0.7% | -5.8% | +6.5% | +1.7% |
| 3M | +36.3% | -3.7% | +40.0% | +36.6% |
| 6M | +25.6% | +23.1% | +2.5% | +19.6% |
| YTD | +23.7% | +44.2% | -20.5% | +14.4% |
| 1Y | +37.6% | +62.1% | -24.5% | +24.3% |
| 3Y | -6.6% | +121.1% | -127.7% | -21.7% |
| 5Y | -42.2% | +214.0% | -256.2% | -55.2% |
| 10Y | +187.6% | +472.8% | -285.2% | +91.0% |
| All | +2,581.2% | +1,713.7% | +867.5% | +1,028.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling