+263,909.3%
AMZN vs TECH
+5,408.4%
+258,500.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.1% |
| 7D | -3.0% | +0.1% | -3.1% | -3.0% |
| 30D | -5.2% | +0.7% | -5.9% | -5.4% |
| 3M | +1.9% | +36.3% | -34.5% | -9.9% |
| 6M | +19.2% | +25.6% | -6.3% | +6.6% |
| YTD | +12.0% | +23.7% | -11.7% | +0.1% |
| 1Y | +9.7% | +37.6% | -28.0% | -6.5% |
| 3Y | +87.2% | -6.6% | +93.8% | +75.1% |
| 5Y | +48.7% | -42.2% | +90.9% | +63.7% |
| 10Y | +569.3% | +187.6% | +381.8% | +295.6% |
| All | +263,909.3% | +5,408.4% | +258,500.9% | +42,904.0% |
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