+6,559.8%
TECH vs HIG
+974.1%
+5,585.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.6% | 0.0% |
| 7D | +0.2% | -0.5% | +0.7% | +0.3% |
| 30D | +0.5% | +4.5% | -3.9% | -0.1% |
| 3M | +0.9% | -5.5% | +6.3% | +1.6% |
| 6M | +51.0% | +3.1% | +48.0% | +50.0% |
| YTD | +24.4% | -0.8% | +25.2% | +24.1% |
| 1Y | +27.6% | +6.1% | +21.5% | +26.1% |
| 3Y | +29.9% | +94.1% | -64.2% | +17.6% |
| 5Y | -40.6% | +106.4% | -147.1% | -46.9% |
| 10Y | +196.7% | +265.1% | -68.3% | +139.0% |
| All | +6,559.8% | +974.1% | +5,585.7% | +2,430.8% |
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