+9.2%
WBD vs TECH
+186.7%
-177.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +53.5% | -39.7% | -2.2% |
| 7D | +13.8% | +53.5% | -39.7% | -2.2% |
| 30D | +13.8% | +53.5% | -39.7% | -2.2% |
| 3M | +13.8% | +53.5% | -39.7% | -2.2% |
| 6M | +13.3% | +37.0% | -23.7% | -0.5% |
| YTD | +7.4% | +23.9% | -16.6% | -3.5% |
| 1Y | +63.0% | +16.0% | +47.0% | +49.1% |
| 3Y | +206.7% | +8.9% | +197.9% | +177.9% |
| 5Y | +18.4% | -38.6% | +56.9% | +19.2% |
| All | +9.2% | +186.7% | -177.5% | -28.7% |
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