+3,676.0%
STX vs TECH
+178.6%
+3,497.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.2% | +6.7% | +6.5% |
| 7D | +10.7% | +0.2% | +10.6% | +10.7% |
| 30D | +11.3% | +0.1% | +11.1% | +11.2% |
| 3M | +3.2% | +37.5% | -34.3% | -7.8% |
| 6M | +157.0% | +34.6% | +122.4% | +126.8% |
| YTD | +229.2% | +23.5% | +205.7% | +197.4% |
| 1Y | +381.8% | +34.4% | +347.5% | +318.6% |
| 3Y | +1,383.2% | +2.3% | +1,380.9% | +1,259.5% |
| 5Y | +1,144.9% | -41.7% | +1,186.6% | +1,289.5% |
| 10Y | +3,676.0% | +177.6% | +3,498.4% | +1,804.8% |
| All | +3,676.0% | +178.6% | +3,497.4% | +1,804.8% |
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