+4,353.8%
WAB vs TECH
+9,715.8%
-5,362.0%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +1.3% |
| YTD | +41.3% | +24.4% | +16.9% | +32.2% |
| 1Y | +43.8% | +19.3% | +24.5% | +35.8% |
| 3Y | +171.1% | +28.5% | +142.5% | +144.0% |
| 5Y | +217.7% | -41.0% | +258.7% | +234.1% |
| 10Y | +272.3% | +189.3% | +83.0% | +172.2% |
| All | +4,353.8% | +9,715.8% | -5,362.0% | +1,748.3% |
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