+4,208.5%
HDB vs TECH
+1,085.2%
+3,123.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.6% | +2.6% |
| 7D | +13.7% | +0.2% | +13.5% | +13.6% |
| 30D | +15.8% | +0.5% | +15.3% | +15.7% |
| 3M | +9.2% | +0.9% | +8.4% | +9.0% |
| 6M | +3.2% | +51.0% | -47.9% | -9.7% |
| YTD | -29.4% | +24.4% | -53.7% | -35.7% |
| 1Y | -27.9% | +27.6% | -55.5% | -35.1% |
| 3Y | -5.9% | +29.9% | -35.8% | -21.0% |
| 5Y | -23.5% | -40.6% | +17.1% | -18.2% |
| 10Y | +61.3% | +196.7% | -135.4% | -10.3% |
| All | +4,208.5% | +1,085.2% | +3,123.2% | +1,627.7% |
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