+155.3%
HBAN vs TECH
+189.9%
-34.7%
-55.0%
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 | -1.0% | -0.4% | -0.6% | -0.9% |
| 30D | -5.6% | 0.0% | -5.6% | -5.6% |
| 3M | -1.1% | +33.7% | -34.8% | -10.1% |
| 6M | +9.9% | +34.9% | -25.0% | -1.9% |
| YTD | -0.9% | +23.2% | -24.1% | -9.1% |
| 1Y | -1.4% | +36.3% | -37.7% | -13.1% |
| 3Y | +78.2% | +2.3% | +75.9% | +66.1% |
| 5Y | +37.0% | -42.9% | +79.9% | +49.4% |
| All | +155.3% | +189.9% | -34.7% | +30.8% |
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