+31.2%
ALL vs AMC
+24.6%
+6.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.9% | -6.4% | -4.5% |
| 7D | -1.9% | +2.6% | -4.6% | -1.9% |
| 30D | +13.8% | +9.0% | +4.8% | +13.9% |
| 3M | -7.0% | +22.2% | -29.2% | -6.9% |
| 6M | +18.0% | +91.5% | -73.4% | +16.5% |
| YTD | +24.2% | +101.3% | -77.1% | +21.1% |
| 1Y | +31.2% | +20.8% | +10.4% | +26.1% |
| All | +31.2% | +24.6% | +6.6% | +26.1% |
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