+5.8%
HD vs TECH
-40.1%
+45.9%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.9% |
| 7D | +4.3% | +0.2% | +4.2% | +4.3% |
| 30D | +20.2% | +0.3% | +19.8% | +20.1% |
| 3M | -1.0% | +1.3% | -2.3% | -1.3% |
| 6M | +7.9% | +54.0% | -46.1% | -3.7% |
| YTD | +2.0% | +24.3% | -22.3% | -5.2% |
| 1Y | -4.3% | +25.8% | -30.1% | -11.4% |
| 3Y | +25.9% | +26.0% | 0.0% | +10.6% |
| All | +5.8% | -40.1% | +45.9% | +15.5% |
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