+950.1%
THC vs TECH
+178.6%
+771.5%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | -2.6% | +0.2% | -2.7% | -2.6% |
| 30D | -1.2% | +0.1% | -1.3% | -1.2% |
| 3M | +58.9% | +37.5% | +21.4% | +38.0% |
| 6M | +9.3% | +34.6% | -25.2% | -6.9% |
| YTD | +30.4% | +23.5% | +6.9% | +13.9% |
| 1Y | +34.6% | +34.4% | +0.2% | +11.6% |
| 3Y | +246.7% | +2.3% | +244.4% | +204.8% |
| 5Y | +244.5% | -41.7% | +286.3% | +307.3% |
| 10Y | +950.1% | +177.6% | +772.5% | +321.6% |
| All | +950.1% | +178.6% | +771.5% | +321.6% |
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