+4,092.2%
WAB vs TECH
+9,660.5%
-5,568.3%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.8% | +0.7% |
| 7D | -3.2% | +0.1% | -3.3% | -3.2% |
| 30D | -4.4% | +0.7% | -5.1% | -4.6% |
| 3M | +7.9% | +36.3% | -28.5% | +0.4% |
| 6M | +8.7% | +25.6% | -16.9% | +1.8% |
| YTD | +33.0% | +23.7% | +9.3% | +24.6% |
| 1Y | +46.7% | +37.6% | +9.0% | +33.6% |
| 3Y | +153.0% | -6.6% | +159.6% | +144.2% |
| 5Y | +222.3% | -42.2% | +264.5% | +240.0% |
| 10Y | +291.0% | +187.6% | +103.4% | +186.2% |
| All | +4,092.2% | +9,660.5% | -5,568.3% | +1,641.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling