-99.2%
AMC vs BEN
+29.7%
-128.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -1.3% |
| 7D | +8.4% | +11.3% | -2.9% | -1.2% |
| 30D | +9.2% | +15.0% | -5.9% | -2.6% |
| 3M | +32.0% | +7.8% | +24.2% | +23.9% |
| 6M | +149.3% | +15.5% | +133.8% | +119.8% |
| YTD | +114.1% | +55.4% | +58.7% | +45.3% |
| 1Y | +35.8% | +63.3% | -27.5% | -12.0% |
| 3Y | -58.3% | +83.4% | -141.7% | -77.1% |
| 5Y | -99.2% | +28.1% | -127.2% | -99.4% |
| All | -99.2% | +29.7% | -128.9% | -99.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling