-11.1%
HUM vs TECH
+1.2%
-12.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -1.4% | -0.5% | -0.9% | -1.4% |
| 30D | +7.5% | 0.0% | +7.5% | +7.5% |
| 3M | +10.2% | +37.4% | -27.2% | +5.2% |
| 6M | +132.5% | +36.9% | +95.7% | +120.1% |
| YTD | +57.6% | +23.1% | +34.5% | +51.8% |
| 1Y | +48.6% | +42.2% | +6.3% | +39.4% |
| All | -11.1% | +1.2% | -12.2% | -11.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling