+595.7%
HAL vs TECH
+101,053.8%
-100,458.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +2.9% | +0.1% | +2.8% | +2.9% |
| 30D | +17.0% | +0.7% | +16.3% | +16.9% |
| 3M | -9.7% | +36.3% | -46.0% | -14.6% |
| 6M | +8.6% | +25.6% | -16.9% | +3.2% |
| YTD | +33.0% | +23.7% | +9.3% | +26.5% |
| 1Y | +68.3% | +37.6% | +30.7% | +56.4% |
| 3Y | +0.1% | -6.6% | +6.7% | -2.5% |
| 5Y | +102.6% | -42.2% | +144.9% | +109.8% |
| 10Y | +3.8% | +187.6% | -183.7% | -17.3% |
| All | +595.7% | +101,053.8% | -100,458.1% | +217.0% |
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