-98.9%
AMC vs DOC
-2.1%
-96.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.8% | +6.1% | +5.2% |
| 7D | +2.3% | -1.5% | +3.8% | +3.0% |
| 30D | -0.7% | -4.8% | +4.0% | +1.8% |
| 3M | +35.2% | +6.9% | +28.3% | +29.5% |
| 6M | +124.6% | +20.7% | +103.8% | +101.0% |
| YTD | +69.9% | +34.1% | +35.7% | +43.5% |
| 1Y | -2.6% | +22.6% | -25.2% | -14.2% |
| 3Y | -79.8% | +20.8% | -100.6% | -82.4% |
| 5Y | -99.4% | -24.9% | -74.5% | -99.3% |
| All | -98.9% | -2.1% | -96.8% | -98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling