+189.3%
TECH vs WU
-38.9%
+228.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.4% |
| 7D | +0.1% | -2.0% | +2.2% | +0.8% |
| 30D | +0.5% | +11.4% | -10.9% | -3.4% |
| 3M | +1.1% | -6.8% | +7.9% | +3.0% |
| 6M | +62.8% | -14.6% | +77.5% | +68.8% |
| YTD | +24.5% | -20.6% | +45.1% | +32.6% |
| 1Y | +20.6% | -15.4% | +36.0% | +25.3% |
| 3Y | +29.5% | -23.6% | +53.1% | +38.1% |
| 5Y | -40.9% | -43.4% | +2.5% | -32.0% |
| All | +189.3% | -38.9% | +228.2% | +202.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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