+45.8%
AMZN vs TECH
-41.8%
+87.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | +0.8% | +0.2% | +0.6% | +0.8% |
| 30D | -6.4% | +0.1% | -6.5% | -6.4% |
| 3M | +4.8% | +37.5% | -32.7% | -5.9% |
| 6M | +20.5% | +34.6% | -14.1% | +7.1% |
| YTD | +11.3% | +23.5% | -12.2% | +1.3% |
| 1Y | +9.0% | +34.4% | -25.4% | -4.6% |
| 3Y | +85.9% | +2.3% | +83.6% | +71.5% |
| 5Y | +45.8% | -41.7% | +87.5% | +60.8% |
| All | +45.8% | -41.8% | +87.6% | +60.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling