+6,557.0%
TECH vs HIG
+992.6%
+5,564.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | +0.1% | -0.7% | +0.8% | +0.2% |
| 30D | +0.3% | +5.4% | -5.0% | -0.5% |
| 3M | +1.0% | -0.9% | +1.9% | +1.1% |
| 6M | +54.0% | +4.8% | +49.2% | +52.6% |
| YTD | +24.3% | +0.9% | +23.4% | +23.8% |
| 1Y | +23.7% | +6.5% | +17.3% | +22.2% |
| 3Y | +28.5% | +95.7% | -67.3% | +16.1% |
| 5Y | -41.2% | +107.1% | -148.3% | -47.4% |
| 10Y | +189.2% | +262.6% | -73.5% | +133.1% |
| All | +6,557.0% | +992.6% | +5,564.5% | +2,423.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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