+8,153.7%
STLD vs TECH
+5,756.3%
+2,397.4%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | +3.1% | +0.1% | +3.0% | +3.1% |
| 30D | -9.0% | +0.7% | -9.7% | -9.2% |
| 3M | -12.4% | +36.3% | -48.7% | -20.1% |
| 6M | +25.5% | +25.6% | -0.1% | +15.4% |
| YTD | +43.6% | +23.7% | +19.9% | +32.1% |
| 1Y | +87.2% | +37.6% | +49.5% | +66.2% |
| 3Y | +135.2% | -6.6% | +141.8% | +125.4% |
| 5Y | +290.9% | -42.2% | +333.1% | +319.4% |
| 10Y | +1,113.5% | +187.6% | +925.9% | +721.1% |
| All | +8,153.7% | +5,756.3% | +2,397.4% | +2,635.6% |
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