+4,236.8%
HDB vs TECH
+1,085.1%
+3,151.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +12.7% | +0.2% | +12.5% | +12.6% |
| 30D | +16.6% | +0.5% | +16.1% | +16.4% |
| 3M | +10.8% | +1.1% | +9.7% | +10.4% |
| 6M | +3.8% | +51.0% | -47.2% | -9.1% |
| YTD | -28.9% | +24.4% | -53.3% | -35.3% |
| 1Y | -28.0% | +27.4% | -55.4% | -35.1% |
| 3Y | -7.2% | +28.5% | -35.6% | -21.8% |
| 5Y | -22.2% | -40.9% | +18.6% | -16.8% |
| 10Y | +63.6% | +192.5% | -128.9% | -8.6% |
| All | +4,236.8% | +1,085.1% | +3,151.8% | +1,639.2% |
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