+305.6%
WM vs TECH
+187.6%
+118.1%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | -2.4% | +0.7% | -3.1% | -2.5% |
| 3M | +0.4% | +36.3% | -35.9% | -4.1% |
| 6M | -9.5% | +25.6% | -35.1% | -13.1% |
| YTD | +0.5% | +23.7% | -23.2% | -3.5% |
| 1Y | -1.1% | +37.6% | -38.7% | -7.0% |
| 3Y | +46.0% | -6.6% | +52.6% | +43.2% |
| 5Y | +51.8% | -42.2% | +94.0% | +62.0% |
| All | +305.6% | +187.6% | +118.1% | +171.6% |
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 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