+2,022.6%
STRL vs TECH
-42.5%
+2,065.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | 0.0% | +5.8% | +5.8% |
| 7D | +3.4% | +0.1% | +3.3% | +3.4% |
| 30D | -9.2% | +0.7% | -10.0% | -9.4% |
| 3M | -51.0% | +36.3% | -87.4% | -55.7% |
| 6M | +15.8% | +25.6% | -9.8% | +6.1% |
| YTD | +58.9% | +23.7% | +35.2% | +45.2% |
| 1Y | +68.5% | +37.6% | +30.9% | +48.0% |
| 3Y | +485.2% | -6.6% | +491.8% | +471.7% |
| All | +2,022.6% | -42.5% | +2,065.0% | +2,101.3% |
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