+4.2%
WBD vs TECH
-42.1%
+46.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.7% | -0.7% |
| 7D | -1.7% | -0.1% | -1.6% | -1.7% |
| 30D | +3.9% | +0.3% | +3.6% | +3.8% |
| 3M | +5.1% | +32.9% | -27.9% | -6.2% |
| 6M | +0.6% | +32.1% | -31.5% | -11.9% |
| YTD | -3.2% | +23.4% | -26.5% | -13.8% |
| 1Y | +127.7% | +34.1% | +93.6% | +92.2% |
| 3Y | +146.6% | +2.2% | +144.4% | +124.2% |
| 5Y | +4.2% | -41.8% | +46.0% | -2.5% |
| All | +4.2% | -42.1% | +46.3% | -2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling