+229.7%
WAT vs TECH
+187.7%
+42.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.9% |
| 7D | +2.0% | +0.2% | +1.8% | +1.9% |
| 30D | +7.7% | +0.5% | +7.2% | +7.4% |
| 3M | +11.1% | +1.0% | +10.1% | +10.6% |
| 6M | +31.2% | +54.1% | -22.8% | +4.0% |
| YTD | +21.7% | +24.4% | -2.7% | +5.4% |
| 1Y | +19.3% | +19.3% | 0.0% | +5.5% |
| 3Y | +80.6% | +28.5% | +52.1% | +49.6% |
| 5Y | +29.5% | -41.0% | +70.5% | +51.9% |
| All | +229.7% | +187.7% | +42.0% | +77.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling