+7.4%
HAL vs TECH
+179.6%
-172.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -1.3% | -0.1% | -1.3% | -1.3% |
| 30D | +10.9% | +0.3% | +10.6% | +10.8% |
| 3M | -5.8% | +32.9% | -38.8% | -13.1% |
| 6M | +8.1% | +32.1% | -24.0% | -1.5% |
| YTD | +33.2% | +23.4% | +9.8% | +23.3% |
| 1Y | +74.2% | +34.1% | +40.1% | +55.9% |
| 3Y | -3.7% | +2.2% | -5.9% | -10.3% |
| 5Y | +111.9% | -41.8% | +153.7% | +129.0% |
| 10Y | +7.4% | +188.9% | -181.5% | -37.2% |
| All | +7.4% | +179.6% | -172.2% | -37.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling