-19.1%
HAL vs TECH
+204.1%
-223.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | +0.1% | +0.1% |
| 7D | -7.9% | +0.2% | -8.1% | -7.9% |
| 30D | -2.1% | +0.5% | -2.6% | -2.2% |
| 3M | +0.4% | +0.9% | -0.4% | +0.2% |
| 6M | -19.2% | +51.0% | -70.3% | -28.1% |
| YTD | +14.4% | +24.4% | -10.0% | +5.6% |
| 1Y | +18.0% | +27.6% | -9.6% | +7.9% |
| 3Y | -9.7% | +29.9% | -39.6% | -21.7% |
| 5Y | +40.1% | -40.6% | +80.8% | +51.2% |
| 10Y | -19.1% | +196.7% | -215.8% | -52.2% |
| All | -19.1% | +204.1% | -223.3% | -52.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling