+11,174.7%
STZ vs TECH
+11,774.8%
-600.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | +11.8% | -0.1% | +11.9% | +11.8% |
| 30D | +26.0% | +0.3% | +25.7% | +25.9% |
| 3M | +11.5% | +1.0% | +10.5% | +11.4% |
| 6M | -2.0% | +28.6% | -30.5% | -5.5% |
| YTD | +7.9% | +24.1% | -16.2% | +4.1% |
| 1Y | +13.9% | +21.9% | -8.0% | +10.1% |
| 3Y | -35.8% | +25.7% | -61.5% | -39.1% |
| 5Y | -28.4% | -40.2% | +11.8% | -26.8% |
| 10Y | +7.1% | +210.1% | -203.0% | -9.1% |
| All | +11,174.7% | +11,774.8% | -600.1% | +7,761.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling