+124.5%
AMT vs TECH
+204.1%
-79.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +0.4% | +0.2% | +0.2% | +0.3% |
| 30D | +3.7% | +0.5% | +3.2% | +3.6% |
| 3M | +10.7% | +0.9% | +9.9% | +10.5% |
| 6M | +9.3% | +51.0% | -41.8% | -1.0% |
| YTD | +10.9% | +24.4% | -13.4% | +3.4% |
| 1Y | +10.5% | +27.6% | -17.0% | +2.2% |
| 3Y | +15.5% | +29.9% | -14.4% | +1.1% |
| 5Y | -20.6% | -40.6% | +20.1% | -14.3% |
| 10Y | +124.5% | +196.7% | -72.2% | +59.8% |
| All | +124.5% | +204.1% | -79.6% | +59.8% |
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