-98.9%
AMC vs FND
+66.0%
-164.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.7% | +2.6% | +3.8% |
| 7D | +2.3% | -5.2% | +7.5% | +3.9% |
| 30D | -0.7% | -19.9% | +19.1% | +6.1% |
| 3M | +35.2% | +2.7% | +32.5% | +32.3% |
| 6M | +124.6% | -21.7% | +146.3% | +138.3% |
| YTD | +69.9% | -17.5% | +87.4% | +77.4% |
| 1Y | -2.6% | -39.3% | +36.7% | +10.8% |
| 3Y | -79.8% | -49.8% | -30.0% | -76.3% |
| 5Y | -99.4% | -60.1% | -39.3% | -99.3% |
| All | -98.9% | +66.0% | -164.9% | -99.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling