+4,666.7%
WMB vs TECH
+101,542.6%
-96,875.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.4% | -0.3% |
| 7D | -13.8% | +0.2% | -14.0% | -13.8% |
| 30D | -10.3% | +0.3% | -10.7% | -10.4% |
| 3M | -10.1% | +1.3% | -11.4% | -10.3% |
| 6M | -11.8% | +54.0% | -65.8% | -18.9% |
| YTD | +8.9% | +24.3% | -15.3% | +3.0% |
| 1Y | +14.0% | +25.8% | -11.8% | +7.4% |
| 3Y | +100.5% | +26.0% | +74.6% | +82.9% |
| 5Y | +179.5% | -40.1% | +219.6% | +187.1% |
| 10Y | +272.7% | +210.6% | +62.2% | +175.9% |
| All | +4,666.7% | +101,542.6% | -96,875.9% | +2,146.1% |
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