+644.6%
STM vs TECH
+189.8%
+454.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.3% | -1.5% |
| 7D | -1.1% | -0.5% | -0.5% | -0.8% |
| 30D | -7.8% | 0.0% | -7.8% | -7.8% |
| 3M | -28.2% | +37.4% | -65.6% | -39.0% |
| 6M | +52.0% | +36.9% | +15.1% | +24.5% |
| YTD | +96.4% | +23.1% | +73.3% | +69.1% |
| 1Y | +98.8% | +42.2% | +56.6% | +55.8% |
| 3Y | +18.3% | +1.9% | +16.3% | +4.4% |
| 5Y | +17.7% | -42.9% | +60.6% | +41.9% |
| All | +644.6% | +189.8% | +454.8% | +227.6% |
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 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