+48.6%
HAS vs TECH
-40.1%
+88.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +9.3% |
| YTD | +48.3% | +24.3% | +24.0% | +36.6% |
| 1Y | +60.2% | +25.8% | +34.4% | +46.8% |
| 3Y | +189.2% | +26.0% | +163.3% | +154.2% |
| All | +48.6% | -40.1% | +88.7% | +55.0% |
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 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