-99.3%
AMC vs TECH
-40.1%
-59.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.8% | +1.9% |
| 7D | +2.6% | +0.2% | +2.4% | +2.5% |
| 30D | +9.0% | +0.3% | +8.7% | +8.8% |
| 3M | +22.2% | +1.3% | +20.8% | +21.4% |
| 6M | +91.5% | +54.0% | +37.5% | +47.2% |
| YTD | +101.3% | +24.3% | +77.0% | +71.2% |
| 1Y | +20.8% | +25.8% | -5.0% | +1.7% |
| 3Y | -71.3% | +26.0% | -97.3% | -78.1% |
| All | -99.3% | -40.1% | -59.2% | -98.9% |
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 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