+33,321.4%
HD vs TECH
+101,542.6%
-68,221.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.2% |
| 6M | +7.9% | +54.0% | -46.1% | -0.2% |
| YTD | +2.0% | +24.3% | -22.3% | -3.0% |
| 1Y | -4.3% | +25.8% | -30.1% | -9.2% |
| 3Y | +25.9% | +26.0% | 0.0% | +17.0% |
| 5Y | +5.8% | -40.1% | +45.9% | +10.0% |
| 10Y | +262.5% | +210.6% | +52.0% | +188.4% |
| All | +33,321.4% | +101,542.6% | -68,221.2% | +13,683.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling