+40.2%
AMC vs DOC
+21.8%
+18.4%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.1% | +4.2% | +6.3% |
| 7D | +17.7% | +8.7% | +9.0% | +14.9% |
| 30D | +26.2% | +7.6% | +18.5% | +23.4% |
| 3M | +31.3% | -5.3% | +36.6% | +33.0% |
| 6M | +142.8% | +27.6% | +115.2% | +117.6% |
| YTD | +125.6% | +32.4% | +93.2% | +104.8% |
| 1Y | +40.2% | +22.9% | +17.4% | +29.9% |
| All | +40.2% | +21.8% | +18.4% | +29.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling