+117.2%
ALL vs AMC
-72.0%
+189.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -12.5% | +11.6% | -1.0% |
| 7D | +4.2% | 0.0% | +4.2% | +4.2% |
| 30D | +18.9% | +4.4% | +14.5% | +19.0% |
| 3M | +1.2% | +15.4% | -14.1% | +1.4% |
| 6M | +23.2% | +93.7% | -70.5% | +23.9% |
| YTD | +30.0% | +97.4% | -67.4% | +30.7% |
| 1Y | +39.6% | +23.2% | +16.4% | +39.6% |
| All | +117.2% | -72.0% | +189.2% | +120.4% |
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 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