-99.1%
AMC vs ACWI
+59.2%
-158.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.2% | +2.6% |
| 7D | +5.5% | -0.2% | +5.6% | +6.7% |
| 30D | +16.1% | -3.3% | +19.4% | +24.6% |
| 3M | +43.0% | -3.4% | +46.4% | +54.2% |
| 6M | +130.7% | +0.8% | +129.9% | +131.0% |
| YTD | +121.8% | +10.7% | +111.1% | +88.6% |
| 1Y | +40.7% | +11.6% | +29.0% | +18.0% |
| 3Y | -56.8% | +73.4% | -130.2% | -85.7% |
| 5Y | -99.1% | +60.2% | -159.3% | -99.6% |
| All | -99.1% | +59.2% | -158.3% | -99.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling