+10,012.8%
STRL vs TECH
+20,228.6%
-10,215.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.4% |
| 7D | -26.9% | +0.2% | -27.1% | -26.9% |
| 30D | -52.7% | +0.3% | -53.0% | -52.7% |
| 3M | -52.8% | +1.3% | -54.2% | -52.9% |
| 6M | -71.5% | +54.0% | -125.4% | -73.5% |
| YTD | -17.4% | +24.3% | -41.7% | -21.3% |
| 1Y | -35.0% | +25.8% | -60.8% | -38.1% |
| 3Y | +239.2% | +26.0% | +213.3% | +218.0% |
| 5Y | +830.2% | -40.1% | +870.3% | +865.2% |
| 10Y | +3,574.7% | +210.6% | +3,364.1% | +2,962.9% |
| All | +10,012.8% | +20,228.6% | -10,215.8% | +4,768.6% |
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