+254.0%
THC vs TECH
-42.5%
+296.4%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | +1.3% | +0.7% | +0.6% | +1.1% |
| 3M | +64.2% | +36.3% | +27.9% | +48.7% |
| 6M | +8.3% | +25.6% | -17.3% | -1.1% |
| YTD | +33.4% | +23.7% | +9.7% | +21.2% |
| 1Y | +37.7% | +37.6% | 0.0% | +19.0% |
| 3Y | +236.8% | -6.6% | +243.4% | +227.1% |
| All | +254.0% | -42.5% | +296.4% | +311.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling