+27.6%
AMC vs FE
+5.9%
+21.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.4% | +1.8% |
| 7D | +2.6% | 0.0% | +2.7% | +2.6% |
| 30D | +9.0% | +5.2% | +3.8% | +11.1% |
| 3M | +22.2% | 0.0% | +22.2% | +22.7% |
| 6M | +91.5% | +5.0% | +86.4% | +95.3% |
| YTD | +101.3% | +7.9% | +93.4% | +100.6% |
| All | +27.6% | +5.9% | +21.7% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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