+113.2%
WDC vs TECH
+19.5%
+93.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.1% | -6.9% | -6.8% |
| 7D | -18.3% | +0.1% | -18.4% | -18.3% |
| 30D | -26.7% | +0.2% | -26.9% | -26.7% |
| 3M | -40.9% | +1.0% | -41.9% | -41.0% |
| 6M | -26.8% | +33.3% | -60.0% | -29.8% |
| YTD | +88.2% | +24.2% | +64.0% | +80.8% |
| 1Y | +113.2% | +19.7% | +93.5% | +102.6% |
| All | +113.2% | +19.5% | +93.7% | +102.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling