+2.7%
HL vs TECH
+101,626.4%
-101,623.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.1% | -5.5% | -5.5% |
| 7D | -7.6% | +0.2% | -7.9% | -7.6% |
| 30D | -17.5% | +0.5% | -18.0% | -17.5% |
| 3M | -26.2% | +1.0% | -27.2% | -26.3% |
| 6M | -35.1% | +54.1% | -89.1% | -38.9% |
| YTD | -30.4% | +24.4% | -54.8% | -32.9% |
| 1Y | -14.0% | +19.3% | -33.3% | -16.7% |
| 3Y | +256.3% | +28.5% | +227.8% | +238.3% |
| 5Y | +112.5% | -41.0% | +153.5% | +119.9% |
| 10Y | +131.3% | +189.3% | -58.0% | +103.0% |
| All | +2.7% | +101,626.4% | -101,623.7% | -36.6% |
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