+441.6%
AME vs TECH
+193.9%
+247.7%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.1% | +0.1% | +1.0% | +1.1% |
| 30D | -4.1% | +0.3% | -4.4% | -4.2% |
| 3M | -6.3% | +1.0% | -7.4% | -6.6% |
| 6M | +3.5% | +54.0% | -50.4% | -8.7% |
| YTD | +17.3% | +24.3% | -7.0% | +7.9% |
| 1Y | +22.0% | +23.7% | -1.7% | +12.3% |
| 3Y | +62.0% | +28.5% | +33.6% | +38.8% |
| 5Y | +78.5% | -41.2% | +119.7% | +97.1% |
| 10Y | +441.6% | +189.2% | +252.5% | +185.6% |
| All | +441.6% | +193.9% | +247.7% | +185.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling