-98.9%
AMC vs MDY
+170.4%
-269.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -2.6% |
| 7D | -0.8% | +1.0% | -1.8% | -2.1% |
| 30D | -1.2% | -3.1% | +2.0% | +3.0% |
| 3M | +42.2% | +1.8% | +40.4% | +37.9% |
| 6M | +118.8% | +10.8% | +108.0% | +92.7% |
| YTD | +64.1% | +14.4% | +49.7% | +38.9% |
| 1Y | -9.5% | +15.2% | -24.7% | -24.4% |
| 3Y | -64.3% | +51.2% | -115.5% | -79.2% |
| 5Y | -99.5% | +47.2% | -146.7% | -99.6% |
| 10Y | -98.9% | +171.1% | -270.0% | -99.6% |
| All | -98.9% | +170.4% | -269.3% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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