+1,311.4%
AMT vs TECH
+3,633.9%
-2,322.5%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.0% | -1.1% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | +4.6% | +0.7% | +3.9% | +4.5% |
| 3M | -8.4% | +36.3% | -44.8% | -16.0% |
| 6M | -6.0% | +25.6% | -31.6% | -13.1% |
| YTD | +2.1% | +23.7% | -21.6% | -5.6% |
| 1Y | -6.4% | +37.6% | -44.0% | -16.4% |
| 3Y | +8.1% | -6.6% | +14.6% | +2.8% |
| 5Y | -31.9% | -42.2% | +10.3% | -28.0% |
| 10Y | +97.1% | +187.6% | -90.5% | +32.6% |
| All | +1,311.4% | +3,633.9% | -2,322.5% | +386.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling