-80.6%
AMC vs IVZ
+136.1%
-216.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.1% | +3.2% | +3.7% |
| 7D | +2.3% | +0.6% | +1.7% | +1.9% |
| 30D | -0.7% | +4.0% | -4.8% | -2.9% |
| 3M | +35.2% | +18.2% | +17.0% | +23.1% |
| 6M | +124.6% | +32.8% | +91.8% | +91.1% |
| YTD | +69.9% | +28.7% | +41.1% | +46.6% |
| 1Y | -2.6% | +55.4% | -58.0% | -24.8% |
| All | -80.6% | +136.1% | -216.7% | -89.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling