+57.4%
HL vs TECH
+100,886.2%
-100,828.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | +7.1% | +0.2% | +6.9% | +7.0% |
| 30D | +21.4% | +0.1% | +21.3% | +21.4% |
| 3M | +37.4% | +37.5% | -0.1% | +31.4% |
| 6M | +0.4% | +34.6% | -34.2% | -4.4% |
| YTD | +6.7% | +23.5% | -16.8% | +2.9% |
| 1Y | +102.4% | +34.4% | +68.0% | +92.5% |
| 3Y | +417.4% | +2.3% | +415.1% | +405.1% |
| 5Y | +243.3% | -41.7% | +285.0% | +255.6% |
| 10Y | +242.6% | +177.6% | +64.9% | +201.8% |
| All | +57.4% | +100,886.2% | -100,828.8% | -2.8% |
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