+38.2%
AMC vs IVZ
+25.5%
+12.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +6.8% | +1.5% | +4.0% |
| 7D | +6.6% | +4.1% | +2.5% | +4.8% |
| 30D | +14.1% | -2.0% | +16.1% | +15.9% |
| 3M | +31.3% | -7.8% | +39.1% | +37.3% |
| 6M | +126.7% | +6.3% | +120.4% | +117.4% |
| YTD | +117.9% | +12.6% | +105.4% | +101.9% |
| All | +38.2% | +25.5% | +12.7% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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