+40.2%
AMC vs BBWI
+2.4%
+37.9%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.1% | +3.2% | +7.0% |
| 7D | +17.7% | +8.8% | +8.9% | +16.9% |
| 30D | +26.2% | +34.8% | -8.7% | +23.2% |
| 3M | +31.3% | +12.9% | +18.4% | +30.3% |
| 6M | +142.8% | +29.6% | +113.2% | +133.5% |
| YTD | +125.6% | +20.8% | +104.9% | +120.0% |
| 1Y | +40.2% | +4.1% | +36.2% | +37.1% |
| All | +40.2% | +2.4% | +37.9% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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