+71.1%
HCA vs TECH
-42.4%
+113.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +2.9% | -0.5% | +3.4% | +3.0% |
| 30D | +2.4% | 0.0% | +2.4% | +2.4% |
| 3M | +13.0% | +37.4% | -24.4% | +6.6% |
| 6M | -21.4% | +36.9% | -58.2% | -26.6% |
| YTD | -9.5% | +23.1% | -32.6% | -14.0% |
| 1Y | +7.5% | +42.2% | -34.7% | -1.8% |
| 3Y | +57.6% | +1.9% | +55.7% | +51.1% |
| 5Y | +71.1% | -42.9% | +114.0% | +80.3% |
| All | +71.1% | -42.4% | +113.5% | +80.3% |
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 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