+189.3%
TECH vs WCN
+322.1%
-132.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | 0.0% | 0.0% |
| 7D | +0.1% | +2.6% | -2.5% | -1.1% |
| 30D | +0.5% | +23.9% | -23.4% | -10.3% |
| 3M | +1.1% | +17.4% | -16.3% | -7.4% |
| 6M | +62.8% | +28.0% | +34.8% | +41.8% |
| YTD | +24.5% | +11.6% | +12.9% | +15.9% |
| 1Y | +20.6% | +16.9% | +3.8% | +9.3% |
| 3Y | +29.5% | +51.6% | -22.1% | -2.2% |
| 5Y | -40.9% | +48.0% | -88.9% | -55.1% |
| All | +189.3% | +322.1% | -132.7% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling