-37.0%
STZ vs TECH
+25.9%
-62.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +7.8% |
| 6M | -5.3% | +54.0% | -59.3% | -12.1% |
| YTD | +5.9% | +24.3% | -18.4% | +1.2% |
| 1Y | +14.2% | +25.8% | -11.6% | +8.6% |
| 3Y | -37.0% | +26.0% | -62.9% | -40.2% |
| All | -37.0% | +25.9% | -62.9% | -40.2% |
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 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