-97.7%
AMC vs TECH
+260.8%
-358.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.1% | -12.4% | -12.5% |
| 7D | 0.0% | -0.1% | +0.1% | 0.0% |
| 30D | +4.4% | +0.3% | +4.1% | +4.3% |
| 3M | +15.4% | +1.0% | +14.3% | +15.0% |
| 6M | +93.7% | +28.6% | +65.1% | +74.7% |
| YTD | +97.4% | +24.1% | +73.4% | +80.2% |
| 1Y | +23.2% | +21.9% | +1.3% | +12.9% |
| 3Y | -71.3% | +25.7% | -97.0% | -74.3% |
| 5Y | -99.3% | -40.2% | -59.1% | -99.2% |
| 10Y | -98.7% | +210.1% | -308.8% | -99.2% |
| All | -97.7% | +260.8% | -358.5% | -98.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling