+84.8%
AME vs TECH
-41.7%
+126.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +0.6% | +0.1% | +0.5% | +0.6% |
| 30D | -6.7% | +0.7% | -7.4% | -6.8% |
| 3M | +4.1% | +36.3% | -32.3% | -2.6% |
| 6M | +1.6% | +25.6% | -24.0% | -4.2% |
| YTD | +16.1% | +23.7% | -7.5% | +9.5% |
| 1Y | +27.3% | +37.6% | -10.3% | +16.5% |
| 3Y | +50.9% | -6.6% | +57.4% | +46.9% |
| All | +84.8% | -41.7% | +126.5% | +91.7% |
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 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