+6,523.2%
TECH vs HIG
+1,002.1%
+5,521.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.1% | +0.1% |
| 7D | +0.1% | +0.3% | -0.2% | +0.1% |
| 30D | +0.7% | -3.2% | +3.9% | +1.2% |
| 3M | +36.3% | +9.1% | +27.2% | +34.5% |
| 6M | +25.6% | -1.8% | +27.4% | +25.6% |
| YTD | +23.7% | +1.8% | +21.9% | +23.1% |
| 1Y | +37.6% | +4.6% | +33.1% | +36.3% |
| 3Y | -6.6% | +101.6% | -108.2% | -15.9% |
| 5Y | -42.2% | +124.5% | -166.7% | -48.9% |
| 10Y | +187.6% | +317.8% | -130.2% | +127.7% |
| All | +6,523.2% | +1,002.1% | +5,521.1% | +2,409.5% |
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