+1,579.2%
HWM vs TECH
+204.1%
+1,375.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.1% | +5.0% | +5.0% |
| 7D | +1.6% | +0.2% | +1.4% | +1.5% |
| 30D | -3.9% | +0.5% | -4.4% | -4.1% |
| 3M | -23.2% | +0.9% | -24.1% | -23.4% |
| 6M | -20.0% | +51.0% | -71.0% | -29.2% |
| YTD | +5.7% | +24.4% | -18.7% | -3.0% |
| 1Y | +4.9% | +27.6% | -22.7% | -4.7% |
| 3Y | +347.0% | +29.9% | +317.1% | +282.0% |
| 5Y | +563.0% | -40.6% | +603.7% | +627.4% |
| 10Y | +1,579.2% | +196.7% | +1,382.4% | +736.0% |
| All | +1,579.2% | +204.1% | +1,375.0% | +736.0% |
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