+1,387.4%
HWM vs TECH
+195.9%
+1,191.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -29.2% |
| 6M | -19.7% | +54.0% | -73.6% | -29.3% |
| YTD | +0.5% | +24.3% | -23.8% | -7.8% |
| 1Y | +0.3% | +25.8% | -25.6% | -8.6% |
| 3Y | +325.8% | +26.0% | +299.9% | +267.7% |
| 5Y | +524.7% | -40.1% | +564.9% | +582.9% |
| 10Y | +1,491.8% | +210.6% | +1,281.2% | +650.7% |
| All | +1,387.4% | +195.9% | +1,191.6% | +612.3% |
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