+302.1%
WMB vs TECH
+178.6%
+123.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.4% | +2.3% |
| 7D | +0.8% | +0.2% | +0.6% | +0.8% |
| 30D | +7.7% | +0.1% | +7.6% | +7.7% |
| 3M | +6.7% | +37.5% | -30.8% | +0.7% |
| 6M | +3.6% | +34.6% | -30.9% | -2.6% |
| YTD | +28.0% | +23.5% | +4.5% | +21.5% |
| 1Y | +37.6% | +34.4% | +3.2% | +27.6% |
| 3Y | +149.0% | +2.3% | +146.8% | +136.2% |
| 5Y | +285.3% | -41.7% | +327.0% | +313.1% |
| 10Y | +302.1% | +177.6% | +124.4% | +141.5% |
| All | +302.1% | +178.6% | +123.4% | +141.5% |
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 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