-97.5%
AMC vs BDX
+225.5%
-323.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.5% |
| 7D | +8.4% | +1.0% | +7.4% | +8.2% |
| 30D | +9.2% | +15.1% | -6.0% | +5.6% |
| 3M | +32.0% | +18.2% | +13.8% | +26.9% |
| 6M | +149.3% | +48.1% | +101.1% | +126.4% |
| YTD | +114.1% | +44.1% | +70.0% | +95.3% |
| 1Y | +35.8% | +46.4% | -10.6% | +23.3% |
| 3Y | -58.3% | +24.4% | -82.7% | -61.0% |
| 5Y | -99.2% | +26.1% | -125.3% | -99.2% |
| 10Y | -98.8% | +93.3% | -192.0% | -99.0% |
| All | -97.5% | +225.5% | -323.1% | -98.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling