-37.4%
HDB vs TECH
-41.8%
+4.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.9% | -3.0% |
| 7D | -2.0% | +0.2% | -2.2% | -2.1% |
| 30D | -4.9% | +0.1% | -5.0% | -4.9% |
| 3M | -2.3% | +37.5% | -39.8% | -7.1% |
| 6M | -23.7% | +34.6% | -58.3% | -27.8% |
| YTD | -38.5% | +23.5% | -62.0% | -41.1% |
| 1Y | -36.5% | +34.4% | -70.9% | -40.4% |
| 3Y | -28.5% | +2.3% | -30.7% | -31.1% |
| 5Y | -37.4% | -41.7% | +4.3% | -34.3% |
| All | -37.4% | -41.8% | +4.4% | -34.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling