+336.4%
WM vs TECH
+208.1%
+128.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.2% | -2.1% |
| 7D | +1.2% | +0.2% | +1.0% | +1.2% |
| 30D | +13.1% | +0.3% | +12.7% | +13.0% |
| 3M | +3.6% | +1.3% | +2.3% | +3.4% |
| 6M | +8.1% | +54.0% | -45.9% | +1.4% |
| YTD | +8.9% | +24.3% | -15.4% | +4.5% |
| 1Y | +20.3% | +25.8% | -5.5% | +15.1% |
| 3Y | +46.2% | +26.0% | +20.2% | +34.8% |
| 5Y | +59.9% | -40.1% | +100.0% | +69.5% |
| All | +336.4% | +208.1% | +128.3% | +197.8% |
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 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