-98.8%
AMC vs ITOT
+287.5%
-386.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.2% |
| 7D | +3.5% | +2.5% | +1.0% | +0.3% |
| 30D | +12.5% | -1.7% | +14.2% | +15.9% |
| 3M | +23.6% | -3.4% | +26.9% | +30.5% |
| 6M | +144.4% | +2.1% | +142.3% | +140.5% |
| YTD | +108.3% | +11.5% | +96.8% | +84.4% |
| 1Y | +38.9% | +13.6% | +25.3% | +20.2% |
| 3Y | -58.9% | +77.2% | -136.1% | -80.2% |
| 5Y | -99.2% | +64.4% | -163.6% | -99.5% |
| All | -98.8% | +287.5% | -386.3% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling