+3,790.6%
TECH vs WCN
+6,839.3%
-3,048.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.1% | +0.2% |
| 7D | +0.1% | -0.6% | +0.7% | +0.2% |
| 30D | +0.7% | +0.4% | +0.3% | +0.6% |
| 3M | +36.3% | +7.3% | +29.0% | +34.2% |
| 6M | +25.6% | -2.5% | +28.1% | +25.7% |
| YTD | +23.7% | -5.4% | +29.1% | +24.6% |
| 1Y | +37.6% | -8.5% | +46.1% | +39.6% |
| 3Y | -6.6% | +20.8% | -27.4% | -11.0% |
| 5Y | -42.2% | +30.0% | -72.3% | -45.6% |
| 10Y | +187.6% | +238.4% | -50.8% | +129.9% |
| All | +3,790.6% | +6,839.3% | -3,048.8% | +2,125.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling