+1,330.6%
HST vs TECH
+101,053.8%
-99,723.2%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -12.3% | +0.7% | -13.0% | -12.4% |
| 3M | -6.4% | +36.3% | -42.7% | -11.8% |
| 6M | +15.0% | +25.6% | -10.6% | +9.0% |
| YTD | +30.5% | +23.7% | +6.8% | +23.8% |
| 1Y | +35.7% | +37.6% | -2.0% | +25.6% |
| 3Y | +68.4% | -6.6% | +75.0% | +64.6% |
| 5Y | +73.1% | -42.2% | +115.4% | +81.4% |
| 10Y | +92.7% | +187.6% | -94.8% | +53.2% |
| All | +1,330.6% | +101,053.8% | -99,723.2% | +558.4% |
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