+2.3%
TECH vs WU
-27.2%
+29.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.3% | +0.8% |
| 7D | +0.2% | -0.8% | +1.0% | +0.4% |
| 30D | +0.1% | -1.1% | +1.3% | +0.4% |
| 3M | +37.5% | -1.8% | +39.3% | +35.1% |
| 6M | +34.6% | -23.9% | +58.5% | +49.2% |
| YTD | +23.5% | -20.4% | +43.9% | +33.9% |
| 1Y | +34.4% | -10.6% | +45.0% | +36.6% |
| 3Y | +2.3% | -27.7% | +30.0% | +11.4% |
| All | +2.3% | -27.2% | +29.5% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling