+100.5%
HAS vs TECH
+208.1%
-107.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -0.2% | +0.2% | -0.3% | -0.2% |
| 30D | +31.0% | +0.3% | +30.7% | +30.9% |
| 3M | +30.7% | +1.3% | +29.3% | +30.2% |
| 6M | +23.9% | +54.0% | -30.1% | +8.4% |
| YTD | +48.3% | +24.3% | +24.0% | +35.7% |
| 1Y | +60.2% | +25.8% | +34.4% | +45.9% |
| 3Y | +189.2% | +26.0% | +163.3% | +153.5% |
| 5Y | +50.4% | -40.1% | +90.5% | +61.9% |
| All | +100.5% | +208.1% | -107.7% | +22.3% |
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 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