+565.7%
AMZN vs TECH
+189.9%
+375.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.9% | +1.9% |
| 7D | -0.7% | -0.4% | -0.2% | -0.5% |
| 30D | -3.9% | 0.0% | -3.9% | -3.9% |
| 3M | +6.3% | +33.7% | -27.3% | -5.1% |
| 6M | +20.8% | +34.9% | -14.1% | +5.3% |
| YTD | +11.2% | +23.2% | -11.9% | -0.2% |
| 1Y | +11.7% | +36.3% | -24.6% | -4.6% |
| 3Y | +79.4% | +2.3% | +77.2% | +62.4% |
| 5Y | +48.0% | -42.9% | +90.9% | +69.6% |
| All | +565.7% | +189.9% | +375.7% | +264.1% |
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