+26.0%
TECH vs WWD
+145.1%
-119.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.4% | -3.2% | -0.8% |
| 7D | +0.2% | +4.2% | -4.0% | -1.2% |
| 30D | +0.3% | -2.1% | +2.5% | +0.7% |
| 3M | +1.3% | -13.2% | +14.5% | +5.2% |
| 6M | +54.0% | -16.9% | +70.8% | +61.0% |
| YTD | +24.3% | +5.2% | +19.1% | +18.0% |
| 1Y | +25.8% | +20.6% | +5.2% | +12.9% |
| 3Y | +26.0% | +146.3% | -120.4% | -15.9% |
| All | +26.0% | +145.1% | -119.1% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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