+258.8%
STLD vs TECH
-40.1%
+298.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -11.1% | +0.2% | -11.3% | -11.2% |
| 30D | -4.8% | +0.3% | -5.1% | -4.9% |
| 3M | -14.6% | +1.3% | -15.9% | -14.8% |
| 6M | -7.4% | +54.0% | -61.4% | -18.1% |
| YTD | +32.6% | +24.3% | +8.3% | +22.8% |
| 1Y | +47.3% | +25.8% | +21.5% | +35.8% |
| 3Y | +107.5% | +26.0% | +81.6% | +81.4% |
| All | +258.8% | -40.1% | +298.9% | +256.0% |
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 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