-97.4%
AMC vs NTR
+81.1%
-178.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | +3.5% | -0.3% | +3.8% | +3.7% |
| 30D | +12.5% | +2.0% | +10.5% | +11.6% |
| 3M | +23.6% | +6.4% | +17.2% | +20.3% |
| 6M | +144.4% | +1.6% | +142.7% | +140.6% |
| YTD | +108.3% | +18.2% | +90.1% | +89.1% |
| 1Y | +38.9% | +23.9% | +14.9% | +23.4% |
| 3Y | -58.9% | +44.7% | -103.5% | -66.8% |
| 5Y | -99.2% | +21.3% | -120.5% | -99.3% |
| All | -97.4% | +81.1% | -178.5% | -98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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