-98.7%
AMC vs BEN
+55.0%
-153.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +0.9% |
| 7D | +5.5% | +12.1% | -6.7% | -2.8% |
| 30D | +16.1% | +13.4% | +2.7% | +6.2% |
| 3M | +43.0% | +9.4% | +33.6% | +34.0% |
| 6M | +130.7% | +19.3% | +111.4% | +101.9% |
| YTD | +121.8% | +57.3% | +64.5% | +57.4% |
| 1Y | +40.7% | +69.1% | -28.5% | -5.7% |
| 3Y | -56.8% | +85.6% | -142.4% | -73.9% |
| 5Y | -99.1% | +32.9% | -132.0% | -99.3% |
| 10Y | -98.7% | +58.3% | -157.0% | -99.2% |
| All | -98.7% | +55.0% | -153.6% | -99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling