+232.9%
ABT vs AMC
-98.6%
+331.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.3% | -7.8% | +0.4% |
| 7D | +0.3% | +6.6% | -6.3% | +0.2% |
| 30D | +11.6% | +14.1% | -2.5% | +11.5% |
| 3M | +3.1% | +31.3% | -28.1% | +2.8% |
| 6M | +32.8% | +126.7% | -93.9% | +31.4% |
| YTD | -9.6% | +117.9% | -127.6% | -10.6% |
| 1Y | -10.4% | +41.1% | -51.4% | -11.0% |
| 3Y | +25.8% | -61.0% | +86.8% | +25.7% |
| 5Y | -3.4% | -99.1% | +95.7% | -1.4% |
| 10Y | +232.9% | -98.7% | +331.5% | +247.6% |
| All | +232.9% | -98.6% | +331.5% | +247.6% |
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