+57.5%
AME vs TECH
-0.6%
+58.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | +2.8% | +0.2% | +2.6% | +2.8% |
| 30D | -6.3% | +0.1% | -6.4% | -6.3% |
| 3M | +5.4% | +37.5% | -32.1% | +0.3% |
| 6M | +7.4% | +34.6% | -27.1% | +1.7% |
| YTD | +16.2% | +23.5% | -7.3% | +11.3% |
| 1Y | +26.8% | +34.4% | -7.6% | +19.4% |
| 3Y | +57.5% | +2.3% | +55.2% | +51.7% |
| All | +57.5% | -0.6% | +58.1% | +51.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling