+1,019.5%
STX vs TECH
-42.5%
+1,062.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.4% | +6.4% |
| 7D | +2.4% | +0.1% | +2.2% | +2.3% |
| 30D | +1.4% | +0.7% | +0.7% | +1.2% |
| 3M | -8.2% | +36.3% | -44.6% | -16.7% |
| 6M | +127.0% | +25.6% | +101.5% | +108.0% |
| YTD | +209.1% | +23.7% | +185.5% | +182.5% |
| 1Y | +365.4% | +37.6% | +327.8% | +306.5% |
| 3Y | +1,135.4% | -6.6% | +1,142.0% | +1,093.7% |
| All | +1,019.5% | -42.5% | +1,062.0% | +1,132.7% |
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