+46.4%
GH vs TECH
-41.0%
+87.3%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.1% |
| 7D | +0.6% | +0.1% | +0.4% | +0.5% |
| 30D | -6.9% | +0.5% | -7.5% | -7.2% |
| 3M | -4.9% | +1.1% | -6.0% | -5.6% |
| 6M | +54.1% | +62.8% | -8.8% | +9.4% |
| YTD | +48.5% | +24.5% | +24.1% | +20.7% |
| 1Y | +61.2% | +20.6% | +40.5% | +33.8% |
| 3Y | +570.3% | +29.5% | +540.9% | +346.8% |
| All | +46.4% | -41.0% | +87.3% | +127.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling