+247.2%
AMAT vs TECH
-42.5%
+289.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | -14.8% | +0.7% | -15.5% | -15.0% |
| 3M | -9.3% | +36.3% | -45.6% | -20.5% |
| 6M | +27.4% | +25.6% | +1.8% | +12.8% |
| YTD | +77.6% | +23.7% | +53.9% | +57.0% |
| 1Y | +188.9% | +37.6% | +151.3% | +140.9% |
| 3Y | +202.3% | -6.6% | +208.9% | +191.5% |
| All | +247.2% | -42.5% | +289.7% | +303.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling