+38.2%
AMC vs D
+16.2%
+22.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.5% | +8.8% | +8.3% |
| 7D | +6.6% | +0.8% | +5.8% | +6.5% |
| 30D | +14.1% | +10.7% | +3.4% | +14.9% |
| 3M | +31.3% | +2.3% | +29.0% | +32.1% |
| 6M | +126.7% | +12.5% | +114.2% | +121.1% |
| YTD | +117.9% | +20.1% | +97.9% | +107.0% |
| All | +38.2% | +16.2% | +22.0% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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