+266.4%
STT vs TECH
+179.6%
+86.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | +1.0% | -0.1% | +1.0% | +1.0% |
| 30D | +2.8% | +0.3% | +2.5% | +2.7% |
| 3M | +18.1% | +32.9% | -14.8% | +6.6% |
| 6M | +59.2% | +32.1% | +27.2% | +41.5% |
| YTD | +51.5% | +23.4% | +28.1% | +37.5% |
| 1Y | +75.7% | +34.1% | +41.6% | +53.3% |
| 3Y | +200.8% | +2.2% | +198.6% | +176.4% |
| 5Y | +155.8% | -41.8% | +197.6% | +184.8% |
| 10Y | +266.4% | +188.9% | +77.5% | +90.7% |
| All | +266.4% | +179.6% | +86.8% | +90.7% |
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