+47.7%
HAS vs TECH
-41.0%
+88.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.8% | -0.8% |
| 7D | +1.4% | +0.1% | +1.2% | +1.3% |
| 30D | +26.3% | +0.5% | +25.8% | +26.1% |
| 3M | +25.6% | +1.1% | +24.5% | +25.2% |
| 6M | +30.3% | +62.8% | -32.6% | +13.3% |
| YTD | +50.4% | +24.5% | +25.9% | +38.4% |
| 1Y | +57.7% | +20.6% | +37.1% | +46.5% |
| 3Y | +213.4% | +29.5% | +183.9% | +173.0% |
| All | +47.7% | -41.0% | +88.7% | +53.6% |
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