+443.6%
STX vs TECH
-40.1%
+483.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -28.5% | +0.2% | -28.6% | -28.5% |
| 30D | -42.9% | +0.3% | -43.3% | -43.0% |
| 3M | -45.9% | +1.3% | -47.2% | -46.1% |
| 6M | -41.3% | +54.0% | -95.3% | -48.9% |
| YTD | +67.9% | +24.3% | +43.7% | +53.3% |
| 1Y | +66.5% | +25.8% | +40.7% | +51.0% |
| 3Y | +588.0% | +26.0% | +562.0% | +485.5% |
| All | +443.6% | -40.1% | +483.7% | +498.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling