+65.7%
AMGN vs TECH
+19.5%
+46.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.7% |
| 7D | +5.9% | +0.1% | +5.8% | +5.9% |
| 30D | +18.7% | +0.2% | +18.5% | +18.7% |
| 3M | +23.4% | +1.0% | +22.4% | +23.3% |
| 6M | +49.7% | +33.3% | +16.5% | +43.3% |
| YTD | +49.2% | +24.2% | +25.0% | +48.1% |
| 1Y | +65.7% | +19.7% | +46.0% | +66.6% |
| All | +65.7% | +19.5% | +46.3% | +66.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling