-56.8%
AMC vs TECH
+29.9%
-86.7%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +5.5% | +0.2% | +5.3% | +5.4% |
| 30D | +16.1% | +0.5% | +15.6% | +15.9% |
| 3M | +43.0% | +1.1% | +41.9% | +42.5% |
| 6M | +130.7% | +51.0% | +79.6% | +93.6% |
| YTD | +121.8% | +24.4% | +97.4% | +99.3% |
| 1Y | +40.7% | +27.4% | +13.2% | +24.9% |
| 3Y | -56.8% | +28.5% | -85.3% | -63.4% |
| All | -56.8% | +29.9% | -86.7% | -63.4% |
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