+90.0%
AMZN vs TECH
+29.5%
+60.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +8.0% | +0.2% | +7.8% | +8.0% |
| 30D | +3.2% | +0.5% | +2.7% | +3.1% |
| 3M | -2.6% | +1.1% | -3.7% | -2.8% |
| 6M | -0.7% | +51.0% | -51.7% | -9.1% |
| YTD | +17.4% | +24.4% | -7.0% | +10.5% |
| 1Y | +9.0% | +27.4% | -18.4% | +2.0% |
| All | +90.0% | +29.5% | +60.5% | +77.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling