+40.7%
AMC vs DG
+39.7%
+1.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -2.8% | -3.0% | +0.1% | -1.4% |
| 30D | +14.0% | +8.6% | +5.4% | +9.8% |
| 3M | +42.5% | +15.0% | +27.5% | +34.1% |
| 6M | +142.6% | +32.7% | +109.9% | +114.9% |
| YTD | +119.2% | +5.5% | +113.7% | +104.1% |
| 1Y | +40.7% | +34.6% | +6.1% | +25.8% |
| All | +40.7% | +39.7% | +1.1% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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