+29,154.7%
WM vs TECH
+101,375.0%
-72,220.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +16.0% |
| 3M | +8.0% | +1.0% | +7.0% | +7.9% |
| 6M | +8.4% | +28.6% | -20.2% | +4.5% |
| YTD | +11.2% | +24.1% | -12.9% | +7.2% |
| 1Y | +22.3% | +21.9% | +0.4% | +18.0% |
| 3Y | +50.2% | +25.7% | +24.6% | +41.4% |
| 5Y | +63.3% | -40.2% | +103.5% | +66.6% |
| 10Y | +355.0% | +210.1% | +145.0% | +272.8% |
| All | +29,154.7% | +101,375.0% | -72,220.3% | +14,497.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling