+17,845.4%
WDC vs TECH
+101,053.8%
-83,208.4%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +5.9% |
| 7D | +1.7% | +0.1% | +1.6% | +1.7% |
| 30D | -10.0% | +0.7% | -10.7% | -10.1% |
| 3M | -18.8% | +36.3% | -55.1% | -25.2% |
| 6M | +79.0% | +25.6% | +53.5% | +65.9% |
| YTD | +171.6% | +23.7% | +147.9% | +151.9% |
| 1Y | +417.4% | +37.6% | +379.7% | +365.6% |
| 3Y | +1,251.8% | -6.6% | +1,258.4% | +1,204.0% |
| 5Y | +911.7% | -42.2% | +953.9% | +989.1% |
| 10Y | +1,399.6% | +187.6% | +1,212.1% | +996.6% |
| All | +17,845.4% | +101,053.8% | -83,208.4% | +8,074.6% |
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