+1,329.5%
THC vs TECH
+208.1%
+1,121.4%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | +3.7% | +0.2% | +3.5% | +3.6% |
| 30D | +9.0% | +0.3% | +8.7% | +8.9% |
| 3M | +10.4% | +1.3% | +9.1% | +9.8% |
| 6M | +45.7% | +54.0% | -8.3% | +20.0% |
| YTD | +42.6% | +24.3% | +18.3% | +24.4% |
| 1Y | +38.8% | +25.8% | +13.0% | +20.2% |
| 3Y | +418.8% | +26.0% | +392.9% | +307.0% |
| 5Y | +275.7% | -40.1% | +315.8% | +338.9% |
| All | +1,329.5% | +208.1% | +1,121.4% | +564.7% |
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