SuperTech

The chart shows the growth of an initial investment of $10,000 in SuperTech, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

As of Jun 9, 2026, the SuperTech returned 8.24% Year-To-Date and 34.97% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Apr 3, 2014, SuperTech's average daily return is +0.12%, while the average monthly return is +2.47%. At this rate, an investment would double in approximately 2.4 years.

Historically, 65% of months were positive and 35% were negative. The best month was Nov 2022 with a return of +19.9%, while the worst month was Apr 2022 at -16.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SuperTech closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +12.7%, while the worst single day was Mar 16, 2020 at -13.8%.

SuperTech has an annualized alpha of 15.15%, beta of 1.29, and R2 of 0.74 versus S&P 500 Index. Calculated based on daily prices since April 03, 2014.

• This portfolio captured 177.17% of S&P 500 Index gains but only 93.89% of its losses - a favorable profile for investors.
• This portfolio generated an annualized alpha of 15.15% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

SuperTech has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

SuperTech ranks 30 for risk / return — below 30% of Portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below presents risk-adjusted performance metrics for SuperTech and compares them with S&P 500 Index.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

SuperTech Sharpe ratios as of Jun 9, 2026 (values are recalculated daily):

• 1-Year: 1.81
• 5-Year: 1.05
• 10-Year: 1.28
• All Time: 1.19

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.60 to 2.46, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of SuperTech compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

SuperTech provided a 0.97% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the SuperTech. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the SuperTech was 43.33%, occurring on Nov 3, 2022. Recovery took 132 trading sessions.

The current SuperTech drawdown is 6.53%.

The chart below shows the rolling one-month volatility.