+92.6%
HAS vs TECH
+187.6%
-95.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | +1.4% | 0.0% | +1.4% | +1.4% |
| 30D | +26.3% | +0.4% | +25.9% | +26.1% |
| 3M | +25.6% | +1.0% | +24.6% | +25.3% |
| 6M | +30.3% | +62.7% | -32.4% | +12.4% |
| YTD | +50.4% | +24.3% | +26.0% | +37.6% |
| 1Y | +57.7% | +20.5% | +37.2% | +45.7% |
| 3Y | +213.4% | +29.3% | +184.0% | +172.4% |
| 5Y | +49.1% | -41.0% | +90.1% | +61.2% |
| All | +92.6% | +187.6% | -95.0% | +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 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