+38.9%
AMC vs FE
+5.8%
+33.1%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.8% | -2.3% |
| 7D | +3.5% | +1.2% | +2.3% | +4.0% |
| 30D | +12.5% | +4.5% | +7.9% | +14.5% |
| 3M | +23.6% | +1.3% | +22.2% | +24.7% |
| 6M | +144.4% | +8.7% | +135.7% | +152.3% |
| YTD | +108.3% | +9.2% | +99.1% | +111.6% |
| 1Y | +38.9% | +7.0% | +31.9% | +45.1% |
| All | +38.9% | +5.8% | +33.1% | +45.1% |
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