-98.9%
AMC vs ACWI
+228.2%
-327.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.4% | +4.4% |
| 7D | +2.3% | +0.5% | +1.8% | +1.6% |
| 30D | -0.7% | +0.9% | -1.6% | -1.8% |
| 3M | +35.2% | +2.4% | +32.8% | +31.0% |
| 6M | +124.6% | +12.4% | +112.2% | +94.4% |
| YTD | +69.9% | +15.2% | +54.7% | +42.4% |
| 1Y | -2.6% | +22.7% | -25.3% | -25.0% |
| 3Y | -79.8% | +75.8% | -155.6% | -90.3% |
| 5Y | -99.4% | +67.7% | -167.1% | -99.7% |
| All | -98.9% | +228.2% | -327.1% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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