+219.0%
WAB vs TECH
-41.0%
+260.0%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.8% | -0.8% |
| 7D | +5.1% | 0.0% | +5.0% | +5.1% |
| 30D | +4.0% | +0.4% | +3.6% | +3.9% |
| 3M | +0.1% | +1.0% | -0.9% | -0.1% |
| 6M | +12.8% | +62.7% | -49.9% | +0.6% |
| YTD | +40.1% | +24.3% | +15.8% | +31.0% |
| 1Y | +46.4% | +20.5% | +25.9% | +37.9% |
| 3Y | +167.4% | +29.3% | +138.0% | +133.8% |
| All | +219.0% | -41.0% | +260.0% | +232.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling