+26.0%
AG vs AMC
+43.0%
-17.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.8% | -7.6% | -6.1% |
| 7D | +6.0% | +5.5% | +0.5% | +5.2% |
| 30D | -13.5% | +16.1% | -29.6% | -15.0% |
| 3M | -20.7% | +43.0% | -63.7% | -23.9% |
| 6M | -31.5% | +130.7% | -162.2% | -39.4% |
| YTD | -10.1% | +121.8% | -131.9% | -16.7% |
| 1Y | +26.0% | +40.7% | -14.6% | +49.9% |
| All | +26.0% | +43.0% | -17.0% | +49.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling