+563.1%
HPE vs TECH
+189.9%
+373.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.1% | +12.4% | +12.4% |
| 7D | +19.4% | -0.4% | +19.8% | +19.5% |
| 30D | +5.6% | 0.0% | +5.7% | +5.6% |
| 3M | +33.1% | +33.7% | -0.6% | +21.0% |
| 6M | +192.5% | +34.9% | +157.6% | +160.8% |
| YTD | +160.9% | +23.2% | +137.8% | +139.3% |
| 1Y | +155.0% | +36.3% | +118.7% | +124.5% |
| 3Y | +289.4% | +2.3% | +287.1% | +261.2% |
| 5Y | +395.7% | -42.9% | +438.6% | +442.5% |
| All | +563.1% | +189.9% | +373.2% | +242.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling