+3,812.0%
TECH vs WCN
+7,914.0%
-4,101.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | +0.2% | +1.2% | -1.0% | 0.0% |
| 30D | +0.5% | +24.6% | -24.1% | -4.2% |
| 3M | +0.9% | +14.2% | -13.4% | -2.1% |
| 6M | +51.0% | +25.7% | +25.4% | +43.4% |
| YTD | +24.4% | +9.3% | +15.1% | +21.3% |
| 1Y | +27.6% | +15.3% | +12.3% | +23.0% |
| 3Y | +29.9% | +48.6% | -18.7% | +18.4% |
| 5Y | -40.6% | +46.9% | -87.6% | -45.7% |
| 10Y | +196.7% | +298.1% | -101.4% | +129.1% |
| All | +3,812.0% | +7,914.0% | -4,101.9% | +2,066.3% |
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