+142.3%
WMB vs TECH
-6.2%
+148.5%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.1% |
| 7D | +0.6% | +0.1% | +0.5% | +0.6% |
| 30D | +3.3% | +0.7% | +2.5% | +3.2% |
| 3M | +3.1% | +36.3% | -33.2% | +1.7% |
| 6M | -0.7% | +25.6% | -26.3% | -1.9% |
| YTD | +25.2% | +23.7% | +1.5% | +23.4% |
| 1Y | +32.9% | +37.6% | -4.8% | +29.6% |
| All | +142.3% | -6.2% | +148.5% | +146.3% |
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