+401.3%
GH vs TECH
+51.4%
+349.9%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.2% |
| 7D | -0.1% | +0.1% | -0.2% | -0.1% |
| 30D | -1.1% | +0.7% | -1.8% | -1.5% |
| 3M | +21.3% | +36.3% | -15.0% | -3.0% |
| 6M | +73.5% | +25.6% | +47.9% | +41.4% |
| YTD | +58.0% | +23.7% | +34.3% | +28.9% |
| 1Y | +163.1% | +37.6% | +125.4% | +93.4% |
| 3Y | +361.0% | -6.6% | +367.6% | +327.5% |
| 5Y | +22.5% | -42.2% | +64.8% | +69.9% |
| All | +401.3% | +51.4% | +349.9% | +199.9% |
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