-64.3%
AMC vs BDX
-9.6%
-54.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.1% | -0.3% | -2.7% |
| 7D | -0.8% | -4.3% | +3.5% | +0.2% |
| 30D | -1.2% | +1.3% | -2.4% | -1.5% |
| 3M | +42.2% | +20.2% | +22.0% | +36.1% |
| 6M | +118.8% | +8.6% | +110.2% | +116.3% |
| YTD | +64.1% | +19.0% | +45.1% | +57.0% |
| 1Y | -9.5% | +21.2% | -30.7% | -14.1% |
| 3Y | -64.3% | -9.7% | -54.6% | -59.5% |
| All | -64.3% | -9.6% | -54.7% | -59.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling