+60.4%
WM vs TECH
-41.1%
+101.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | +0.1% | +0.1% |
| 7D | -0.5% | +0.2% | -0.7% | -0.5% |
| 30D | +13.3% | +0.5% | +12.8% | +13.3% |
| 3M | +4.4% | +0.9% | +3.5% | +4.3% |
| 6M | +10.8% | +51.0% | -40.2% | +7.2% |
| YTD | +9.1% | +24.4% | -15.3% | +6.7% |
| 1Y | +19.1% | +27.6% | -8.4% | +16.2% |
| 3Y | +45.7% | +29.9% | +15.7% | +37.9% |
| 5Y | +60.4% | -40.6% | +101.1% | +69.5% |
| All | +60.4% | -41.1% | +101.5% | +69.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling