-99.4%
AMC vs TECH
-42.5%
-57.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.1% |
| 3M | +35.2% | +36.3% | -1.1% | +12.2% |
| 6M | +124.6% | +25.6% | +99.0% | +90.1% |
| YTD | +69.9% | +23.7% | +46.2% | +44.9% |
| 1Y | -2.6% | +37.6% | -40.2% | -23.2% |
| 3Y | -79.8% | -6.6% | -73.2% | -80.3% |
| All | -99.4% | -42.5% | -57.0% | -99.2% |
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