+11,850.9%
WDC vs TECH
+101,626.4%
-89,775.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.7% | -0.7% |
| 7D | +16.3% | +0.2% | +16.0% | +16.2% |
| 30D | -18.3% | +0.5% | -18.8% | -18.4% |
| 3M | -31.4% | +1.0% | -32.4% | -31.6% |
| 6M | -36.3% | +54.1% | -90.3% | -43.3% |
| YTD | +80.8% | +24.4% | +56.5% | +67.5% |
| 1Y | +87.7% | +19.3% | +68.4% | +75.7% |
| 3Y | +819.4% | +28.5% | +790.9% | +719.2% |
| 5Y | +583.2% | -41.0% | +624.2% | +633.1% |
| 10Y | +689.8% | +189.3% | +500.5% | +476.7% |
| All | +11,850.9% | +101,626.4% | -89,775.5% | +5,336.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling