+265.2%
SU vs TECH
+189.9%
+75.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.2% |
| 7D | +2.2% | -0.4% | +2.7% | +2.3% |
| 30D | +8.4% | 0.0% | +8.5% | +8.4% |
| 3M | +12.1% | +33.7% | -21.6% | +6.1% |
| 6M | +19.7% | +34.9% | -15.2% | +12.2% |
| YTD | +58.4% | +23.2% | +35.3% | +50.4% |
| 1Y | +67.2% | +36.3% | +30.9% | +54.8% |
| 3Y | +125.0% | +2.3% | +122.8% | +113.2% |
| 5Y | +355.1% | -42.9% | +397.9% | +389.3% |
| All | +265.2% | +189.9% | +75.2% | +138.3% |
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