+49.3%
WM vs TECH
+25.7%
+23.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | +4.5% | -0.1% | +4.6% | +4.5% |
| 30D | +16.1% | +0.3% | +15.7% | +16.1% |
| 3M | +8.0% | +1.0% | +7.0% | +8.0% |
| 6M | +8.4% | +28.6% | -20.2% | +7.5% |
| YTD | +11.2% | +24.1% | -12.9% | +10.3% |
| 1Y | +22.3% | +21.9% | +0.4% | +21.4% |
| All | +49.3% | +25.7% | +23.6% | +45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling