+23.0%
GH vs TECH
-42.1%
+65.1%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -2.1% | +0.2% | -2.3% | -2.2% |
| 30D | -4.5% | +0.1% | -4.6% | -4.5% |
| 3M | +28.9% | +37.5% | -8.6% | +2.8% |
| 6M | +76.5% | +34.6% | +41.9% | +37.3% |
| YTD | +57.6% | +23.5% | +34.1% | +29.1% |
| 1Y | +167.5% | +34.4% | +133.1% | +100.1% |
| 3Y | +377.4% | +2.3% | +375.1% | +311.2% |
| All | +23.0% | -42.1% | +65.1% | +75.6% |
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