-99.4%
AMC vs BEN
+39.3%
-138.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.5% | +0.8% | +1.4% |
| 7D | +2.3% | +0.2% | +2.1% | +2.0% |
| 30D | -0.7% | -0.5% | -0.2% | -0.3% |
| 3M | +35.2% | +9.7% | +25.5% | +24.2% |
| 6M | +124.6% | +33.9% | +90.7% | +74.7% |
| YTD | +69.9% | +49.0% | +20.9% | +20.1% |
| 1Y | -2.6% | +42.1% | -44.7% | -28.7% |
| 3Y | -79.8% | +51.9% | -131.6% | -86.4% |
| All | -99.4% | +39.3% | -138.7% | -99.6% |
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