+169.7%
WAB vs TECH
+29.5%
+140.1%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | +7.9% | +0.2% | +7.7% | +7.9% |
| 30D | +4.9% | +0.5% | +4.4% | +4.8% |
| 3M | +1.8% | +1.0% | +0.8% | +1.6% |
| 6M | +12.0% | +54.1% | -42.1% | +3.8% |
| YTD | +41.3% | +24.4% | +16.9% | +34.5% |
| 1Y | +43.8% | +19.3% | +24.5% | +38.1% |
| All | +169.7% | +29.5% | +140.1% | +143.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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