+259.9%
WMB vs TECH
+204.1%
+55.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.7% |
| 7D | -6.7% | +0.2% | -6.9% | -6.7% |
| 30D | -8.6% | +0.5% | -9.1% | -8.6% |
| 3M | -4.9% | +0.9% | -5.8% | -5.1% |
| 6M | -6.3% | +51.0% | -57.3% | -13.0% |
| YTD | +13.0% | +24.4% | -11.4% | +7.2% |
| 1Y | +14.9% | +27.6% | -12.7% | +8.4% |
| 3Y | +113.4% | +29.9% | +83.4% | +90.9% |
| 5Y | +190.2% | -40.6% | +230.8% | +210.5% |
| 10Y | +259.9% | +196.7% | +63.1% | +123.0% |
| All | +259.9% | +204.1% | +55.7% | +123.0% |
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