+30.2%
WAT vs TECH
+34.5%
-4.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -0.7% | +0.2% | -0.9% | -0.8% |
| 30D | -1.0% | +0.1% | -1.1% | -1.0% |
| 3M | +10.9% | +37.5% | -26.6% | -3.2% |
| 6M | +33.2% | +34.6% | -1.4% | +15.2% |
| YTD | +6.1% | +23.5% | -17.4% | -4.4% |
| 1Y | +30.2% | +34.4% | -4.2% | +10.5% |
| All | +30.2% | +34.5% | -4.3% | +10.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling