+10,726.6%
WAT vs TECH
+5,665.3%
+5,061.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | +2.3% | +0.7% | +1.6% | +2.1% |
| 3M | +8.7% | +36.3% | -27.6% | -3.4% |
| 6M | +28.3% | +25.6% | +2.7% | +16.2% |
| YTD | +7.8% | +23.7% | -15.9% | -2.1% |
| 1Y | +36.6% | +37.6% | -1.0% | +19.3% |
| 3Y | +45.7% | -6.6% | +52.3% | +43.8% |
| 5Y | -3.3% | -42.2% | +38.9% | +10.5% |
| 10Y | +162.1% | +187.6% | -25.5% | +77.0% |
| All | +10,726.6% | +5,665.3% | +5,061.3% | +3,808.1% |
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 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