-99.2%
AMC vs FND
-63.9%
-35.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.2% | -0.5% | -1.5% |
| 7D | +3.5% | -6.8% | +10.3% | +7.6% |
| 30D | +12.5% | +8.0% | +4.5% | +7.5% |
| 3M | +23.6% | -18.9% | +42.5% | +37.6% |
| 6M | +144.4% | +4.7% | +139.7% | +128.6% |
| YTD | +108.3% | -21.6% | +129.9% | +127.8% |
| 1Y | +38.9% | -22.0% | +60.9% | +51.6% |
| 3Y | -58.9% | -40.4% | -18.4% | -55.0% |
| All | -99.2% | -63.9% | -35.4% | -98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 5y: compounded portfolio wealth divided by compounded FND 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…
5y analysis · Full analysis span regression · 6 months rolling