+40.7%
AMC vs BEN
+68.9%
-28.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -2.8% | +7.2% | -10.0% | -7.8% |
| 30D | +14.0% | +14.1% | -0.1% | +3.3% |
| 3M | +42.5% | +9.9% | +32.6% | +32.3% |
| 6M | +142.6% | +17.4% | +125.2% | +111.0% |
| YTD | +119.2% | +57.3% | +61.9% | +55.5% |
| 1Y | +40.7% | +66.9% | -26.2% | -6.5% |
| All | +40.7% | +68.9% | -28.1% | -6.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling