-58.9%
AMC vs MDY
+56.8%
-115.7%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.5% |
| 7D | +3.5% | +2.3% | +1.2% | +1.0% |
| 30D | +12.5% | +2.0% | +10.5% | +10.9% |
| 3M | +23.6% | -5.6% | +29.2% | +32.8% |
| 6M | +144.4% | +1.3% | +143.1% | +141.9% |
| YTD | +108.3% | +12.3% | +96.0% | +86.3% |
| 1Y | +38.9% | +15.8% | +23.1% | +20.5% |
| 3Y | -58.9% | +56.5% | -115.4% | -78.8% |
| All | -58.9% | +56.8% | -115.7% | -78.8% |
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