+13,544.4%
TECH vs WWD
+14,812.3%
-1,267.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.9% | -4.8% | -1.1% |
| 7D | +0.2% | +4.2% | -4.0% | -0.9% |
| 30D | +0.5% | -0.8% | +1.3% | +0.4% |
| 3M | +0.9% | -8.2% | +9.0% | +2.4% |
| 6M | +51.0% | -9.8% | +60.9% | +53.6% |
| YTD | +24.4% | +10.4% | +14.0% | +19.6% |
| 1Y | +27.6% | +25.5% | +2.1% | +18.9% |
| 3Y | +29.9% | +155.8% | -125.9% | +1.4% |
| 5Y | -40.6% | +187.3% | -228.0% | -55.4% |
| 10Y | +196.7% | +462.7% | -266.0% | +81.6% |
| All | +13,544.4% | +14,812.3% | -1,267.9% | +3,301.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling