+673.8%
STX vs TECH
+29.6%
+644.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.1% | -3.1% |
| 7D | +14.6% | +0.1% | +14.5% | +14.6% |
| 30D | -26.0% | +0.5% | -26.5% | -26.0% |
| 3M | -42.6% | +1.1% | -43.7% | -42.7% |
| 6M | -35.3% | +62.8% | -98.1% | -42.1% |
| YTD | +92.5% | +24.5% | +68.0% | +79.8% |
| 1Y | +102.4% | +20.6% | +81.7% | +90.5% |
| 3Y | +673.8% | +29.5% | +644.4% | +592.4% |
| All | +673.8% | +29.6% | +644.2% | +592.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling