+3,769.4%
HDB vs TECH
+1,078.7%
+2,690.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | -2.8% | +0.7% | -3.5% | -3.0% |
| 3M | -3.5% | +36.3% | -39.9% | -12.8% |
| 6M | -24.7% | +25.6% | -50.3% | -31.2% |
| YTD | -36.6% | +23.7% | -60.3% | -42.2% |
| 1Y | -34.4% | +37.6% | -72.0% | -42.8% |
| 3Y | -24.4% | -6.6% | -17.8% | -29.0% |
| 5Y | -35.4% | -42.2% | +6.9% | -30.4% |
| 10Y | +39.5% | +187.6% | -148.0% | -21.7% |
| All | +3,769.4% | +1,078.7% | +2,690.7% | +1,454.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling