+7,325.6%
STT vs TECH
+101,053.8%
-93,728.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.5% | +0.1% | +0.4% | +0.5% |
| 30D | +3.9% | +0.7% | +3.1% | +3.7% |
| 3M | +20.0% | +36.3% | -16.4% | +12.0% |
| 6M | +55.3% | +25.6% | +29.7% | +46.0% |
| YTD | +53.3% | +23.7% | +29.6% | +44.4% |
| 1Y | +74.7% | +37.6% | +37.1% | +60.2% |
| 3Y | +205.8% | -6.6% | +212.4% | +197.1% |
| 5Y | +145.0% | -42.2% | +187.2% | +158.8% |
| 10Y | +266.0% | +187.6% | +78.4% | +183.3% |
| All | +7,325.6% | +101,053.8% | -93,728.2% | +3,596.9% |
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