+96.6%
AMCR vs TECH
+372.5%
-275.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | -1.8% | +0.2% | -2.0% | -1.9% |
| 30D | -6.0% | +0.1% | -6.2% | -6.0% |
| 3M | +18.9% | +37.5% | -18.6% | +11.5% |
| 6M | +5.7% | +34.6% | -28.9% | -1.5% |
| YTD | +11.1% | +23.5% | -12.4% | +5.2% |
| 1Y | +12.7% | +34.4% | -21.7% | +4.5% |
| 3Y | +9.6% | +2.3% | +7.3% | +4.8% |
| 5Y | -10.3% | -41.7% | +31.4% | -8.2% |
| 10Y | +16.5% | +177.6% | -161.2% | +6.3% |
| All | +96.6% | +372.5% | -275.9% | +88.2% |
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 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