+536.9%
HWM vs TECH
-40.1%
+577.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.3% | +2.4% |
| 7D | +3.3% | +0.2% | +3.1% | +3.3% |
| 30D | -7.6% | +0.3% | -7.9% | -7.7% |
| 3M | -28.9% | +1.3% | -30.3% | -29.1% |
| 6M | -19.7% | +54.0% | -73.6% | -27.4% |
| YTD | +0.5% | +24.3% | -23.8% | -6.1% |
| 1Y | +0.3% | +25.8% | -25.6% | -6.8% |
| 3Y | +325.8% | +26.0% | +299.9% | +276.6% |
| All | +536.9% | -40.1% | +577.1% | +563.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling