+3,978.4%
WEC vs TECH
+101,053.8%
-97,075.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | -1.3% | +0.7% | -2.0% | -1.3% |
| 3M | -3.9% | +36.3% | -40.3% | -5.9% |
| 6M | -8.3% | +25.6% | -33.9% | -10.0% |
| YTD | +3.1% | +23.7% | -20.6% | +1.1% |
| 1Y | +1.9% | +37.6% | -35.7% | -0.8% |
| 3Y | +41.9% | -6.6% | +48.5% | +40.3% |
| 5Y | +30.8% | -42.2% | +73.0% | +32.3% |
| 10Y | +141.9% | +187.6% | -45.6% | +119.6% |
| All | +3,978.4% | +101,053.8% | -97,075.4% | +3,282.2% |
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