+31,139.8%
HD vs TECH
+101,053.9%
-69,914.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +0.9% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | -8.4% | +0.7% | -9.1% | -8.5% |
| 3M | +4.3% | +36.3% | -32.0% | -1.4% |
| 6M | -11.1% | +25.6% | -36.7% | -15.4% |
| YTD | -4.7% | +23.7% | -28.4% | -9.2% |
| 1Y | -19.8% | +37.6% | -57.5% | -25.3% |
| 3Y | +4.1% | -6.6% | +10.7% | +1.6% |
| 5Y | +10.3% | -42.2% | +52.5% | +15.2% |
| 10Y | +203.2% | +187.6% | +15.6% | +143.8% |
| All | +31,139.8% | +101,053.9% | -69,914.1% | +12,793.9% |
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