+65.9%
HDB vs TECH
+187.7%
-121.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.2% | -1.2% |
| 7D | +4.1% | +0.2% | +3.8% | +4.0% |
| 30D | +13.0% | +0.5% | +12.5% | +12.8% |
| 3M | +11.3% | +1.0% | +10.3% | +11.0% |
| 6M | +6.9% | +54.1% | -47.1% | -3.0% |
| YTD | -29.6% | +24.4% | -54.0% | -34.1% |
| 1Y | -29.5% | +19.3% | -48.8% | -33.4% |
| 3Y | -8.1% | +28.5% | -36.6% | -19.2% |
| 5Y | -23.4% | -41.0% | +17.5% | -16.7% |
| All | +65.9% | +187.7% | -121.8% | +8.4% |
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