+40.2%
AMC vs BDX
+54.0%
-13.8%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.6% | +1.8% | +7.1% |
| 7D | +17.7% | +7.2% | +10.5% | +17.5% |
| 30D | +26.2% | +15.8% | +10.4% | +26.1% |
| 3M | +31.3% | +23.7% | +7.7% | +32.0% |
| 6M | +142.8% | +44.8% | +97.9% | +148.4% |
| YTD | +125.6% | +39.8% | +85.9% | +132.0% |
| 1Y | +40.2% | +52.3% | -12.1% | +36.2% |
| All | +40.2% | +54.0% | -13.8% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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