+741.5%
HWM vs TECH
-42.5%
+783.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.5% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | -11.0% | +0.7% | -11.7% | -11.1% |
| 3M | +4.0% | +36.3% | -32.3% | -3.0% |
| 6M | -0.2% | +25.6% | -25.8% | -6.4% |
| YTD | +26.7% | +23.7% | +3.0% | +18.7% |
| 1Y | +44.7% | +37.6% | +7.1% | +31.1% |
| 3Y | +426.1% | -6.6% | +432.7% | +413.9% |
| All | +741.5% | -42.5% | +783.9% | +749.2% |
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