+194.4%
STT vs TECH
+187.7%
+6.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.3% | -0.3% |
| 7D | +5.1% | +0.2% | +4.9% | +5.0% |
| 30D | -0.2% | +0.5% | -0.7% | -0.4% |
| 3M | -8.1% | +1.0% | -9.1% | -8.4% |
| 6M | +16.6% | +54.1% | -37.4% | 0.0% |
| YTD | +37.8% | +24.4% | +13.4% | +24.8% |
| 1Y | +46.8% | +19.3% | +27.5% | +34.7% |
| 3Y | +181.2% | +28.5% | +152.6% | +136.3% |
| 5Y | +105.1% | -41.0% | +146.1% | +127.9% |
| All | +194.4% | +187.7% | +6.6% | +57.8% |
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