-12.5%
AMC vs MDY
+14.2%
-26.7%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.1% | -2.8% | -2.6% |
| 7D | -6.8% | -0.8% | -6.0% | -5.9% |
| 30D | +1.7% | -3.9% | +5.5% | +6.7% |
| 3M | +26.8% | 0.0% | +26.9% | +25.2% |
| 6M | +117.7% | +8.5% | +109.2% | +96.3% |
| YTD | +57.7% | +13.2% | +44.5% | +38.1% |
| 1Y | -12.5% | +15.0% | -27.5% | -24.7% |
| All | -12.5% | +14.2% | -26.7% | -24.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling