+217.2%
HPQ vs TECH
+189.8%
+27.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.3% | +1.1% |
| 7D | +3.5% | -0.5% | +4.0% | +3.7% |
| 30D | +13.7% | 0.0% | +13.7% | +13.7% |
| 3M | +33.9% | +37.4% | -3.6% | +19.1% |
| 6M | +80.9% | +36.9% | +44.0% | +57.6% |
| YTD | +52.6% | +23.1% | +29.5% | +37.5% |
| 1Y | +21.2% | +42.2% | -21.0% | +2.6% |
| 3Y | +26.9% | +1.9% | +24.9% | +16.0% |
| 5Y | +41.1% | -42.9% | +84.1% | +59.0% |
| All | +217.2% | +189.8% | +27.4% | +65.8% |
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 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