+210.2%
HD vs TECH
+179.6%
+30.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -1.0% | -1.0% |
| 7D | -1.8% | -0.1% | -1.7% | -1.8% |
| 30D | -10.8% | +0.3% | -11.1% | -10.9% |
| 3M | -2.7% | +32.9% | -35.6% | -10.8% |
| 6M | -10.3% | +32.1% | -42.4% | -18.8% |
| YTD | -7.8% | +23.4% | -31.2% | -15.2% |
| 1Y | -23.1% | +34.1% | -57.2% | -31.6% |
| 3Y | +2.0% | +2.2% | -0.2% | -5.1% |
| 5Y | +6.2% | -41.8% | +48.0% | +16.5% |
| 10Y | +210.2% | +188.9% | +21.2% | +75.6% |
| All | +210.2% | +179.6% | +30.6% | +75.6% |
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 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