+34.2%
TECH vs HBM
+118.9%
-84.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.8% | -5.9% | -0.6% |
| 7D | +0.2% | +7.4% | -7.2% | -0.3% |
| 30D | +0.1% | +5.1% | -4.9% | -0.3% |
| 3M | +37.5% | +11.1% | +26.4% | +36.0% |
| 6M | +34.6% | +30.2% | +4.4% | +30.8% |
| YTD | +23.5% | +46.2% | -22.7% | +18.4% |
| All | +34.2% | +118.9% | -84.7% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling