-71.3%
AMC vs ACWI
+70.3%
-141.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +2.0% | +2.0% |
| 7D | +2.6% | -2.4% | +5.0% | +6.7% |
| 30D | +9.0% | -5.2% | +14.2% | +18.1% |
| 3M | +22.2% | -4.8% | +27.0% | +32.0% |
| 6M | +91.5% | -1.3% | +92.8% | +98.5% |
| YTD | +101.3% | +8.4% | +92.9% | +87.3% |
| 1Y | +20.8% | +11.0% | +9.7% | +9.5% |
| 3Y | -71.3% | +70.6% | -141.9% | -86.5% |
| All | -71.3% | +70.3% | -141.7% | -86.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling