+1,773.8%
HWM vs TECH
+194.4%
+1,579.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -11.2% |
| 3M | +4.0% | +36.3% | -32.3% | -5.1% |
| 6M | -0.2% | +25.6% | -25.8% | -8.2% |
| YTD | +26.7% | +23.7% | +3.0% | +16.3% |
| 1Y | +44.7% | +37.6% | +7.1% | +27.6% |
| 3Y | +426.1% | -6.6% | +432.7% | +404.3% |
| 5Y | +738.5% | -42.2% | +780.7% | +824.2% |
| All | +1,773.8% | +194.4% | +1,579.4% | +798.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling