+63.6%
HDB vs TECH
+190.5%
-126.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +12.7% | +0.2% | +12.5% | +12.7% |
| 30D | +16.6% | +0.5% | +16.1% | +16.5% |
| 3M | +10.8% | +1.1% | +9.7% | +10.5% |
| 6M | +3.8% | +51.0% | -47.2% | -5.4% |
| YTD | -28.9% | +24.4% | -53.3% | -33.4% |
| 1Y | -28.0% | +27.4% | -55.4% | -33.0% |
| 3Y | -7.2% | +28.5% | -35.6% | -18.3% |
| 5Y | -22.2% | -40.9% | +18.6% | -15.4% |
| 10Y | +63.6% | +192.5% | -128.9% | +5.7% |
| All | +63.6% | +190.5% | -126.9% | +5.7% |
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