+330.8%
WM vs TECH
+187.7%
+143.1%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +1.2% | +0.2% | +0.9% | +1.1% |
| 30D | +15.2% | +0.5% | +14.7% | +15.2% |
| 3M | +8.3% | +1.0% | +7.4% | +8.2% |
| 6M | +13.1% | +54.1% | -40.9% | +6.2% |
| YTD | +12.5% | +24.4% | -11.9% | +8.0% |
| 1Y | +21.8% | +19.3% | +2.5% | +17.5% |
| 3Y | +48.8% | +28.5% | +20.3% | +36.7% |
| 5Y | +62.1% | -41.0% | +103.0% | +72.4% |
| All | +330.8% | +187.7% | +143.1% | +198.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling