+1,080.4%
STLD vs TECH
+178.6%
+901.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.6% | -0.7% |
| 7D | +2.7% | +0.2% | +2.5% | +2.6% |
| 30D | -8.4% | +0.1% | -8.6% | -8.5% |
| 3M | -9.9% | +37.5% | -47.4% | -19.3% |
| 6M | +33.0% | +34.6% | -1.5% | +17.8% |
| YTD | +42.6% | +23.5% | +19.1% | +29.4% |
| 1Y | +80.8% | +34.4% | +46.4% | +58.0% |
| 3Y | +143.4% | +2.3% | +141.2% | +123.8% |
| 5Y | +293.4% | -41.7% | +335.1% | +338.7% |
| 10Y | +1,080.4% | +177.6% | +902.8% | +445.9% |
| All | +1,080.4% | +178.6% | +901.8% | +445.9% |
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 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