+12.9%
HAS vs TECH
-42.5%
+55.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -1.8% | +0.1% | -1.9% | -1.8% |
| 30D | +2.3% | +0.7% | +1.6% | +2.1% |
| 3M | +10.4% | +36.3% | -26.0% | +1.1% |
| 6M | -3.2% | +25.6% | -28.8% | -10.8% |
| YTD | +15.4% | +23.7% | -8.3% | +6.4% |
| 1Y | +18.8% | +37.6% | -18.8% | +5.2% |
| 3Y | +43.9% | -6.6% | +50.5% | +39.3% |
| All | +12.9% | -42.5% | +55.4% | +18.5% |
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