+20.6%
TECH vs WY
-3.6%
+24.2%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.7% | -0.3% |
| 7D | +0.1% | -0.8% | +0.9% | +0.3% |
| 30D | +0.5% | +10.1% | -9.6% | -2.0% |
| 3M | +1.1% | -15.4% | +16.5% | +6.1% |
| 6M | +62.8% | -8.3% | +71.1% | +67.6% |
| YTD | +24.5% | -9.8% | +34.3% | +28.2% |
| 1Y | +20.6% | -3.9% | +24.5% | +20.4% |
| All | +20.6% | -3.6% | +24.2% | +20.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling