+1,800.1%
THC vs TECH
+204.1%
+1,595.9%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | +7.5% | +0.2% | +7.3% | +7.4% |
| 30D | +9.6% | +0.5% | +9.1% | +9.3% |
| 3M | +10.3% | +0.9% | +9.4% | +9.9% |
| 6M | +51.8% | +51.0% | +0.8% | +25.8% |
| YTD | +45.4% | +24.4% | +21.1% | +26.5% |
| 1Y | +40.8% | +27.6% | +13.2% | +20.8% |
| 3Y | +448.8% | +29.9% | +418.9% | +319.9% |
| 5Y | +263.4% | -40.6% | +304.0% | +328.9% |
| 10Y | +1,800.1% | +196.7% | +1,603.3% | +508.7% |
| All | +1,800.1% | +204.1% | +1,595.9% | +508.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling