+199.0%
AMD vs TECH
-40.1%
+239.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.2% | +10.9% | +11.0% |
| 7D | -11.0% | +0.2% | -11.2% | -11.1% |
| 30D | -30.5% | +0.3% | -30.8% | -30.6% |
| 3M | -8.2% | +1.3% | -9.6% | -8.6% |
| 6M | +6.6% | +54.0% | -47.4% | -10.3% |
| YTD | +109.7% | +24.3% | +85.4% | +85.0% |
| 1Y | +88.9% | +25.8% | +63.1% | +65.2% |
| 3Y | +301.8% | +26.0% | +275.9% | +209.9% |
| All | +199.0% | -40.1% | +239.2% | +285.1% |
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