+183.5%
TECH vs WY
+7.2%
+176.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.4% | +0.8% |
| 7D | -0.5% | -3.7% | +3.2% | +0.9% |
| 30D | 0.0% | -11.3% | +11.3% | +4.7% |
| 3M | +37.4% | -8.1% | +45.6% | +41.5% |
| 6M | +36.9% | -7.4% | +44.3% | +40.1% |
| YTD | +23.1% | -4.7% | +27.8% | +24.3% |
| 1Y | +42.2% | -9.2% | +51.4% | +46.2% |
| 3Y | +1.9% | -24.7% | +26.6% | +12.9% |
| 5Y | -42.9% | -21.6% | -21.4% | -37.3% |
| All | +183.5% | +7.2% | +176.3% | +182.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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