+497.6%
HAL vs TECH
+101,542.6%
-101,045.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -26.5% |
| YTD | +14.2% | +24.3% | -10.1% | +8.5% |
| 1Y | +18.9% | +25.8% | -6.9% | +12.5% |
| 3Y | -13.7% | +26.0% | -39.7% | -19.9% |
| 5Y | +42.2% | -40.1% | +82.3% | +46.6% |
| 10Y | -16.7% | +210.6% | -227.3% | -34.4% |
| All | +497.6% | +101,542.6% | -101,045.0% | +172.1% |
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