-99.2%
AMC vs HDB
-23.2%
-76.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -2.9% |
| 7D | +3.5% | +2.7% | +0.8% | +2.2% |
| 30D | +12.5% | +14.1% | -1.7% | +5.3% |
| 3M | +23.6% | +11.8% | +11.8% | +16.3% |
| 6M | +144.4% | +8.2% | +136.2% | +125.8% |
| YTD | +108.3% | -29.3% | +137.6% | +149.1% |
| 1Y | +38.9% | -28.8% | +67.7% | +65.0% |
| 3Y | -58.9% | -7.5% | -51.4% | -60.4% |
| All | -99.2% | -23.2% | -76.1% | -99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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