-23.2%
HD vs TECH
+34.5%
-57.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.3% |
| 7D | -1.2% | +0.2% | -1.4% | -1.2% |
| 30D | -11.1% | +0.1% | -11.3% | -11.2% |
| 3M | +2.0% | +37.5% | -35.5% | -2.8% |
| 6M | -10.5% | +34.6% | -45.0% | -15.4% |
| YTD | -6.9% | +23.5% | -30.3% | -10.8% |
| 1Y | -23.2% | +34.4% | -57.6% | -26.5% |
| All | -23.2% | +34.5% | -57.7% | -26.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling