+2,285.7%
STM vs TECH
+13,146.4%
-10,860.7%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +5.8% | +0.1% | +5.7% | +5.8% |
| 30D | -1.0% | +0.7% | -1.7% | -1.2% |
| 3M | -33.3% | +36.3% | -69.6% | -40.4% |
| 6M | +57.4% | +25.6% | +31.8% | +41.2% |
| YTD | +102.2% | +23.7% | +78.5% | +81.8% |
| 1Y | +99.6% | +37.6% | +62.0% | +71.3% |
| 3Y | +14.5% | -6.6% | +21.1% | +9.6% |
| 5Y | +21.4% | -42.2% | +63.6% | +35.5% |
| 10Y | +695.0% | +187.6% | +507.4% | +426.9% |
| All | +2,285.7% | +13,146.4% | -10,860.7% | +611.5% |
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