+204.4%
ABT vs AMC
-98.9%
+303.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.4% | +0.8% | -2.6% |
| 7D | -3.1% | -0.8% | -2.4% | -3.1% |
| 30D | -2.1% | -1.2% | -1.0% | -2.1% |
| 3M | +17.4% | +42.2% | -24.8% | +16.8% |
| 6M | -2.4% | +118.8% | -121.2% | -3.4% |
| YTD | -14.2% | +64.1% | -78.3% | -14.9% |
| 1Y | -18.3% | -9.5% | -8.8% | -18.5% |
| 3Y | +11.5% | -64.3% | +75.9% | +11.4% |
| 5Y | -9.9% | -99.5% | +89.6% | -7.5% |
| 10Y | +204.4% | -98.9% | +303.3% | +219.6% |
| All | +204.4% | -98.9% | +303.3% | +219.6% |
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