+35.8%
AMC vs BTI
+15.9%
+19.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | +8.4% | -3.2% | +11.7% | +8.9% |
| 30D | +9.2% | +9.7% | -0.5% | +7.4% |
| 3M | +32.0% | +11.1% | +21.0% | +29.5% |
| 6M | +149.3% | -1.2% | +150.5% | +153.6% |
| YTD | +114.1% | +12.7% | +101.4% | +93.6% |
| 1Y | +35.8% | +15.8% | +20.0% | +18.6% |
| All | +35.8% | +15.9% | +19.8% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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