+1.1%
STZ vs TECH
+208.1%
-207.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | +4.9% | +0.2% | +4.7% | +4.9% |
| 30D | +20.9% | +0.3% | +20.5% | +20.8% |
| 3M | +8.0% | +1.3% | +6.6% | +7.7% |
| 6M | -5.3% | +54.0% | -59.3% | -14.1% |
| YTD | +5.9% | +24.3% | -18.4% | -0.5% |
| 1Y | +14.2% | +25.8% | -11.6% | +6.8% |
| 3Y | -37.0% | +26.0% | -62.9% | -43.0% |
| 5Y | -29.7% | -40.1% | +10.4% | -25.4% |
| All | +1.1% | +208.1% | -207.0% | -28.5% |
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