+418.8%
THC vs TECH
+25.9%
+392.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.1% |
| 7D | +3.7% | +0.2% | +3.5% | +3.7% |
| 30D | +9.0% | +0.3% | +8.7% | +9.0% |
| 3M | +10.4% | +1.3% | +9.1% | +10.2% |
| 6M | +45.7% | +54.0% | -8.3% | +35.9% |
| YTD | +42.6% | +24.3% | +18.3% | +36.1% |
| 1Y | +38.8% | +25.8% | +13.0% | +32.1% |
| 3Y | +418.8% | +26.0% | +392.9% | +337.8% |
| All | +418.8% | +25.9% | +392.9% | +337.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling