+583.9%
TECH vs WU
-20.2%
+604.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.7% |
| 7D | +0.2% | +11.7% | -11.5% | -3.0% |
| 30D | +0.3% | +12.6% | -12.3% | -3.2% |
| 3M | +1.3% | -0.5% | +1.8% | +1.0% |
| 6M | +54.0% | -18.2% | +72.2% | +60.5% |
| YTD | +24.3% | -19.0% | +43.3% | +29.9% |
| 1Y | +25.8% | -16.7% | +42.5% | +30.3% |
| 3Y | +26.0% | -21.0% | +47.0% | +31.6% |
| 5Y | -40.1% | -41.7% | +1.6% | -33.4% |
| 10Y | +210.6% | -35.0% | +245.6% | +228.3% |
| All | +583.9% | -20.2% | +604.1% | +538.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling