-29.1%
HDB vs TECH
+26.2%
-55.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +6.9% | +0.1% | +6.8% | +6.9% |
| 30D | +15.2% | +0.3% | +14.9% | +15.2% |
| 3M | +11.7% | +1.0% | +10.7% | +11.7% |
| 6M | +7.5% | +54.0% | -46.5% | +4.9% |
| YTD | -28.8% | +24.3% | -53.1% | -29.5% |
| 1Y | -29.1% | +23.7% | -52.8% | -29.9% |
| All | -29.1% | +26.2% | -55.3% | -29.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling