+18.8%
TECH vs WETO
-99.4%
+118.2%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.4% | +5.5% | +0.1% |
| 7D | -0.4% | -4.3% | +3.9% | -0.4% |
| 30D | 0.0% | -39.9% | +39.9% | -0.5% |
| 3M | +33.7% | -97.9% | +131.6% | +34.8% |
| 6M | +34.9% | -95.0% | +129.9% | +34.4% |
| YTD | +23.2% | -97.2% | +120.3% | +22.3% |
| 1Y | +36.3% | -98.9% | +135.2% | +34.8% |
| All | +18.8% | -99.4% | +118.2% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 3y: compounded portfolio wealth divided by compounded WETO 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…
3y analysis · Full analysis span regression · 6 months rolling