+9,818.1%
STZ vs TECH
+11,737.2%
-1,919.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -1.9% | +0.1% | -2.0% | -1.9% |
| 30D | -1.9% | +0.7% | -2.6% | -2.0% |
| 3M | -6.2% | +36.3% | -42.6% | -9.9% |
| 6M | -14.0% | +25.6% | -39.6% | -17.1% |
| YTD | -5.1% | +23.7% | -28.8% | -8.4% |
| 1Y | -9.6% | +37.6% | -47.2% | -14.0% |
| 3Y | -47.2% | -6.6% | -40.7% | -48.2% |
| 5Y | -33.6% | -42.2% | +8.7% | -31.9% |
| 10Y | -9.8% | +187.6% | -197.3% | -22.8% |
| All | +9,818.1% | +11,737.2% | -1,919.1% | +6,817.9% |
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