-67.4%
AMC vs MDY
+51.5%
-118.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.1% | +4.2% | +4.2% |
| 7D | +2.3% | +0.1% | +2.2% | +2.1% |
| 30D | -0.7% | -1.5% | +0.7% | +1.0% |
| 3M | +35.2% | +0.8% | +34.4% | +33.4% |
| 6M | +124.6% | +7.4% | +117.2% | +107.7% |
| YTD | +69.9% | +15.2% | +54.7% | +46.1% |
| 1Y | -2.6% | +16.5% | -19.1% | -17.5% |
| All | -67.4% | +51.5% | -118.9% | -80.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling