+183.7%
TECH vs WTW
+198.0%
-14.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | -0.4% | -5.7% | +5.3% | +1.9% |
| 30D | 0.0% | -7.3% | +7.2% | +2.9% |
| 3M | +33.7% | +21.5% | +12.2% | +22.5% |
| 6M | +34.9% | +9.6% | +25.3% | +28.0% |
| YTD | +23.2% | -3.3% | +26.4% | +22.7% |
| 1Y | +36.3% | -6.1% | +42.4% | +37.2% |
| 3Y | +2.3% | +61.8% | -59.6% | -21.2% |
| 5Y | -42.9% | +42.7% | -85.6% | -53.6% |
| All | +183.7% | +198.0% | -14.4% | +70.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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