+1,309.1%
WDC vs TECH
+179.6%
+1,129.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.1% |
| 7D | +7.5% | -0.1% | +7.5% | +7.5% |
| 30D | +10.1% | +0.3% | +9.8% | +9.9% |
| 3M | -6.8% | +32.9% | -39.8% | -17.3% |
| 6M | +84.1% | +32.1% | +52.1% | +59.6% |
| YTD | +180.3% | +23.4% | +156.9% | +148.7% |
| 1Y | +411.1% | +34.1% | +377.0% | +334.6% |
| 3Y | +1,375.0% | +2.2% | +1,372.8% | +1,224.6% |
| 5Y | +991.6% | -41.8% | +1,033.4% | +1,164.5% |
| 10Y | +1,309.1% | +188.9% | +1,120.2% | +573.9% |
| All | +1,309.1% | +179.6% | +1,129.5% | +573.9% |
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