+229.4%
AG vs AMC
-71.5%
+300.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.1% | +1.7% |
| 7D | +6.3% | +2.6% | +3.7% | +6.2% |
| 30D | -8.9% | +9.0% | -18.0% | -9.3% |
| 3M | -12.2% | +22.2% | -34.4% | -13.2% |
| 6M | -28.3% | +91.5% | -119.8% | -31.2% |
| YTD | -8.8% | +101.3% | -110.1% | -12.9% |
| 1Y | +39.4% | +20.8% | +18.6% | +35.5% |
| 3Y | +229.4% | -71.3% | +300.7% | +267.3% |
| All | +229.4% | -71.5% | +300.9% | +267.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling