+643.8%
AMZN vs TECH
+187.7%
+456.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +2.8% | +0.2% | +2.5% | +2.7% |
| 30D | +3.4% | +0.5% | +2.9% | +3.2% |
| 3M | +0.1% | +1.0% | -0.9% | -0.3% |
| 6M | +0.6% | +54.1% | -53.5% | -15.0% |
| YTD | +15.9% | +24.4% | -8.5% | +3.5% |
| 1Y | +9.5% | +19.3% | -9.8% | -0.7% |
| 3Y | +86.3% | +28.5% | +57.8% | +52.2% |
| 5Y | +51.7% | -41.0% | +92.7% | +72.4% |
| All | +643.8% | +187.7% | +456.1% | +299.9% |
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