-99.5%
AMC vs NTR
+55.5%
-155.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -4.0% | -3.9% |
| 7D | -6.8% | +0.5% | -7.4% | -7.0% |
| 30D | +1.7% | +21.7% | -20.1% | -4.4% |
| 3M | +26.8% | +22.8% | +4.0% | +18.5% |
| 6M | +117.7% | +8.2% | +109.5% | +109.7% |
| YTD | +57.7% | +32.9% | +24.8% | +39.8% |
| 1Y | -12.5% | +45.3% | -57.8% | -25.5% |
| 3Y | -65.7% | +41.7% | -107.4% | -71.1% |
| 5Y | -99.5% | +49.8% | -149.3% | -99.7% |
| All | -99.5% | +55.5% | -155.0% | -99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling