+2,071.0%
STX vs TECH
+204.1%
+1,866.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.1% | +9.7% | +9.8% |
| 7D | -14.8% | +0.2% | -15.0% | -14.8% |
| 30D | -35.4% | +0.5% | -35.9% | -35.5% |
| 3M | -37.7% | +0.9% | -38.5% | -37.8% |
| 6M | -35.2% | +51.0% | -86.3% | -44.0% |
| YTD | +84.4% | +24.4% | +60.0% | +66.4% |
| 1Y | +82.3% | +27.6% | +54.7% | +62.5% |
| 3Y | +646.2% | +29.9% | +616.3% | +524.4% |
| 5Y | +487.4% | -40.6% | +528.1% | +552.7% |
| 10Y | +2,071.0% | +196.7% | +1,874.3% | +1,008.6% |
| All | +2,071.0% | +204.1% | +1,866.9% | +1,008.6% |
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 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