+31.7%
WEC vs TECH
-41.8%
+73.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.2% | +1.1% |
| 7D | +0.8% | +0.2% | +0.6% | +0.8% |
| 30D | +0.3% | +0.1% | +0.2% | +0.3% |
| 3M | -2.9% | +37.5% | -40.4% | -5.4% |
| 6M | -5.9% | +34.6% | -40.5% | -8.5% |
| YTD | +4.1% | +23.5% | -19.3% | +1.9% |
| 1Y | +3.1% | +34.4% | -31.3% | -0.2% |
| 3Y | +40.8% | +2.3% | +38.5% | +38.2% |
| 5Y | +31.7% | -41.7% | +73.4% | +29.7% |
| All | +31.7% | -41.8% | +73.5% | +29.7% |
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