+4,410.0%
WEC vs TECH
+101,612.5%
-97,202.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | +0.2% | +0.2% | 0.0% | +0.2% |
| 30D | +12.9% | +0.5% | +12.4% | +12.9% |
| 3M | +9.8% | +0.9% | +8.9% | +9.7% |
| 6M | +6.7% | +51.0% | -44.3% | +3.8% |
| YTD | +14.0% | +24.4% | -10.4% | +11.8% |
| 1Y | +7.3% | +27.6% | -20.2% | +5.1% |
| 3Y | +63.8% | +29.9% | +33.9% | +58.6% |
| 5Y | +54.8% | -40.6% | +95.4% | +56.3% |
| 10Y | +185.7% | +196.7% | -11.0% | +158.9% |
| All | +4,410.0% | +101,612.5% | -97,202.5% | +3,638.8% |
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