+228.6%
ABT vs AMC
-98.7%
+327.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -1.0% |
| 7D | -5.4% | -2.8% | -2.5% | -5.4% |
| 30D | +8.0% | +14.0% | -6.0% | +7.8% |
| 3M | +0.2% | +42.5% | -42.3% | -0.2% |
| 6M | +34.1% | +142.6% | -108.4% | +32.6% |
| YTD | -10.6% | +119.2% | -129.8% | -11.6% |
| 1Y | -11.8% | +40.7% | -52.5% | -12.4% |
| 3Y | +23.9% | -57.3% | +81.2% | +23.6% |
| 5Y | -5.1% | -99.1% | +94.0% | -3.1% |
| 10Y | +228.6% | -98.7% | +327.3% | +249.2% |
| All | +228.6% | -98.7% | +327.3% | +249.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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