+337.5%
AMD vs TECH
-42.5%
+380.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | +2.6% | +0.1% | +2.5% | +2.5% |
| 30D | -0.9% | +0.7% | -1.6% | -1.2% |
| 3M | -8.7% | +36.3% | -45.1% | -19.0% |
| 6M | +136.3% | +25.6% | +110.8% | +110.2% |
| YTD | +123.0% | +23.7% | +99.3% | +97.2% |
| 1Y | +195.2% | +37.6% | +157.5% | +143.9% |
| 3Y | +336.3% | -6.6% | +342.9% | +313.5% |
| All | +337.5% | -42.5% | +380.0% | +433.5% |
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