+109.7%
HAL vs TECH
-41.8%
+151.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.6% | -0.7% |
| 7D | +0.5% | +0.2% | +0.3% | +0.4% |
| 30D | +15.9% | +0.1% | +15.8% | +15.9% |
| 3M | -8.7% | +37.5% | -46.2% | -13.9% |
| 6M | +9.0% | +34.6% | -25.5% | +2.2% |
| YTD | +32.0% | +23.5% | +8.5% | +25.7% |
| 1Y | +72.5% | +34.4% | +38.1% | +60.4% |
| 3Y | -4.5% | +2.3% | -6.8% | -9.1% |
| 5Y | +109.7% | -41.7% | +151.4% | +97.9% |
| All | +109.7% | -41.8% | +151.5% | +97.9% |
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 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