+1,516.8%
HWM vs TECH
+193.9%
+1,322.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +5.0% | +0.1% | +4.9% | +4.9% |
| 30D | +1.5% | +0.3% | +1.2% | +1.4% |
| 3M | -20.3% | +1.0% | -21.3% | -20.5% |
| 6M | -18.0% | +54.0% | -72.0% | -27.8% |
| YTD | +9.5% | +24.3% | -14.8% | +0.5% |
| 1Y | +7.5% | +23.7% | -16.2% | -1.4% |
| 3Y | +355.7% | +28.5% | +327.2% | +291.2% |
| 5Y | +610.2% | -41.2% | +651.4% | +681.7% |
| 10Y | +1,516.8% | +189.2% | +1,327.6% | +721.1% |
| All | +1,516.8% | +193.9% | +1,322.9% | +721.1% |
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