+499.2%
THC vs TECH
+101,053.8%
-100,554.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +54.5% |
| 6M | +8.3% | +25.6% | -17.3% | +2.3% |
| YTD | +33.4% | +23.7% | +9.7% | +25.9% |
| 1Y | +37.7% | +37.6% | 0.0% | +27.0% |
| 3Y | +236.8% | -6.6% | +243.4% | +227.0% |
| 5Y | +249.3% | -42.2% | +291.5% | +267.7% |
| 10Y | +995.2% | +187.6% | +807.7% | +803.9% |
| All | +499.2% | +101,053.8% | -100,554.6% | +266.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling