-13.7%
HAL vs TECH
+25.9%
-39.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.4% | -0.3% |
| 7D | -12.0% | +0.2% | -12.1% | -12.0% |
| 30D | +0.3% | +0.3% | -0.1% | +0.2% |
| 3M | -1.6% | +1.3% | -2.9% | -1.8% |
| 6M | -20.5% | +54.0% | -74.5% | -26.8% |
| YTD | +14.2% | +24.3% | -10.1% | +8.7% |
| 1Y | +18.9% | +25.8% | -6.9% | +12.5% |
| 3Y | -13.7% | +26.0% | -39.7% | -21.3% |
| All | -13.7% | +25.9% | -39.6% | -21.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling