+66.7%
HDB vs TECH
+187.9%
-121.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +2.7% | +0.1% | +2.6% | +2.7% |
| 30D | +14.1% | +0.5% | +13.6% | +14.0% |
| 3M | +11.8% | +1.1% | +10.7% | +11.6% |
| 6M | +8.2% | +62.8% | -54.7% | -3.1% |
| YTD | -29.3% | +24.5% | -53.8% | -33.8% |
| 1Y | -28.8% | +20.6% | -49.4% | -32.9% |
| 3Y | -7.5% | +29.5% | -36.9% | -18.8% |
| 5Y | -23.1% | -40.9% | +17.9% | -16.3% |
| All | +66.7% | +187.9% | -121.2% | +8.9% |
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 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