-5.9%
HDB vs TECH
+25.7%
-31.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.6% | +2.7% |
| 7D | +13.7% | +0.2% | +13.5% | +13.7% |
| 30D | +15.8% | +0.5% | +15.3% | +15.8% |
| 3M | +9.2% | +0.9% | +8.4% | +9.2% |
| 6M | +3.2% | +51.0% | -47.9% | -0.2% |
| YTD | -29.4% | +24.4% | -53.7% | -31.0% |
| 1Y | -27.9% | +27.6% | -55.5% | -29.8% |
| 3Y | -5.9% | +29.9% | -35.8% | -13.3% |
| All | -5.9% | +25.7% | -31.6% | -13.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling