+33.7%
HDB vs TECH
+179.6%
-145.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.8% |
| 7D | -4.9% | -0.1% | -4.8% | -4.9% |
| 30D | -5.8% | +0.3% | -6.1% | -5.9% |
| 3M | -5.2% | +32.9% | -38.1% | -11.2% |
| 6M | -25.7% | +32.1% | -57.8% | -31.0% |
| YTD | -39.6% | +23.4% | -63.0% | -43.3% |
| 1Y | -36.9% | +34.1% | -71.0% | -42.4% |
| 3Y | -29.7% | +2.2% | -31.9% | -33.9% |
| 5Y | -37.8% | -41.8% | +4.1% | -32.2% |
| 10Y | +33.7% | +188.9% | -155.2% | -15.1% |
| All | +33.7% | +179.6% | -145.8% | -15.1% |
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 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