+374.8%
ALL vs AMC
-98.7%
+473.5%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.9% | -6.4% | -4.5% |
| 7D | -1.9% | +2.6% | -4.6% | -2.0% |
| 30D | +13.8% | +9.0% | +4.8% | +13.6% |
| 3M | -7.0% | +22.2% | -29.2% | -7.4% |
| 6M | +18.0% | +91.5% | -73.4% | +16.1% |
| YTD | +24.2% | +101.3% | -77.1% | +21.8% |
| 1Y | +31.2% | +20.8% | +10.4% | +29.8% |
| 3Y | +107.5% | -71.3% | +178.9% | +108.6% |
| 5Y | +144.8% | -99.2% | +244.0% | +157.5% |
| All | +374.8% | -98.7% | +473.5% | +327.4% |
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