+12.0%
WBD vs TECH
+189.8%
-177.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.3% | +1.1% |
| 7D | -0.6% | -0.5% | -0.1% | -0.5% |
| 30D | +4.2% | 0.0% | +4.2% | +4.2% |
| 3M | +7.5% | +37.4% | -29.9% | -3.1% |
| 6M | +1.6% | +36.9% | -35.3% | -9.9% |
| YTD | -2.2% | +23.1% | -25.2% | -10.9% |
| 1Y | +124.9% | +42.2% | +82.6% | +93.2% |
| 3Y | +149.1% | +1.9% | +147.2% | +132.4% |
| 5Y | +7.8% | -42.9% | +50.8% | +11.3% |
| All | +12.0% | +189.8% | -177.8% | -26.7% |
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