-41.7%
TECH vs WCN
+30.9%
-72.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.9% | +0.3% |
| 7D | +0.2% | -0.4% | +0.6% | +0.4% |
| 30D | +0.1% | -2.1% | +2.3% | +1.1% |
| 3M | +37.5% | +6.4% | +31.1% | +32.9% |
| 6M | +34.6% | -3.7% | +38.3% | +36.1% |
| YTD | +23.5% | -6.4% | +29.8% | +26.6% |
| 1Y | +34.4% | -7.9% | +42.3% | +39.0% |
| 3Y | +2.3% | +20.8% | -18.5% | -14.8% |
| 5Y | -41.7% | +29.0% | -70.7% | -55.8% |
| All | -41.7% | +30.9% | -72.7% | -55.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling