+276,532.2%
AMZN vs TECH
+5,438.1%
+271,094.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +3.0% |
| 3M | -2.6% | +1.1% | -3.7% | -3.0% |
| 6M | -0.7% | +51.0% | -51.7% | -15.5% |
| YTD | +17.4% | +24.4% | -7.0% | +4.7% |
| 1Y | +9.0% | +27.4% | -18.4% | -3.8% |
| 3Y | +88.7% | +28.5% | +60.2% | +57.4% |
| 5Y | +55.6% | -40.9% | +96.5% | +70.4% |
| 10Y | +629.7% | +192.5% | +437.2% | +329.4% |
| All | +276,532.2% | +5,438.1% | +271,094.2% | +44,875.5% |
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