+12,506.9%
WAT vs TECH
+5,697.1%
+6,809.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.1% | +4.1% |
| 7D | +6.0% | +0.2% | +5.8% | +6.0% |
| 30D | +9.9% | +0.5% | +9.4% | +9.7% |
| 3M | +17.2% | +0.9% | +16.3% | +16.8% |
| 6M | +34.2% | +51.0% | -16.8% | +15.0% |
| YTD | +25.5% | +24.4% | +1.1% | +13.8% |
| 1Y | +28.3% | +27.6% | +0.7% | +15.2% |
| 3Y | +88.4% | +29.9% | +58.4% | +66.8% |
| 5Y | +36.1% | -40.6% | +76.8% | +54.4% |
| 10Y | +234.8% | +196.7% | +38.1% | +123.8% |
| All | +12,506.9% | +5,697.1% | +6,809.8% | +4,442.5% |
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 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