-80.6%
AMC vs TECH
-6.2%
-74.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.4% | +4.3% |
| 7D | +2.3% | +0.1% | +2.2% | +2.3% |
| 30D | -0.7% | +0.7% | -1.5% | -1.0% |
| 3M | +35.2% | +36.3% | -1.1% | +17.8% |
| 6M | +124.6% | +25.6% | +99.0% | +99.1% |
| YTD | +69.9% | +23.7% | +46.2% | +51.9% |
| 1Y | -2.6% | +37.6% | -40.2% | -17.9% |
| All | -80.6% | -6.2% | -74.3% | -63.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling