+252.2%
HL vs TECH
-42.3%
+294.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +1.9% |
| 7D | +0.4% | -0.1% | +0.5% | +0.4% |
| 30D | +18.8% | +0.3% | +18.5% | +18.8% |
| 3M | +43.7% | +32.9% | +10.8% | +30.5% |
| 6M | -1.0% | +32.1% | -33.1% | -11.8% |
| YTD | +8.7% | +23.4% | -14.7% | -0.4% |
| 1Y | +105.0% | +34.1% | +70.9% | +80.8% |
| 3Y | +427.3% | +2.2% | +425.1% | +396.3% |
| All | +252.2% | -42.3% | +294.4% | +277.7% |
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 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