+61,756.5%
SU vs TECH
+100,886.3%
-39,129.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -1.0% | +0.2% | -1.1% | -1.0% |
| 30D | +13.7% | +0.1% | +13.5% | +13.7% |
| 3M | +8.0% | +37.5% | -29.5% | +4.0% |
| 6M | +21.0% | +34.6% | -13.6% | +16.2% |
| YTD | +56.2% | +23.5% | +32.8% | +51.2% |
| 1Y | +72.2% | +34.4% | +37.8% | +64.5% |
| 3Y | +118.1% | +2.3% | +115.8% | +111.4% |
| 5Y | +350.3% | -41.7% | +392.0% | +359.5% |
| 10Y | +248.5% | +177.6% | +70.8% | +199.3% |
| All | +61,756.5% | +100,886.3% | -39,129.8% | +51,629.9% |
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