-98.8%
AMC vs PTC
+313.0%
-411.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.4% |
| 7D | +8.4% | +0.8% | +7.6% | +8.2% |
| 30D | +9.2% | +1.2% | +8.0% | +8.9% |
| 3M | +32.0% | +32.6% | -0.6% | +21.2% |
| 6M | +149.3% | +36.1% | +113.2% | +125.8% |
| YTD | +114.1% | +12.7% | +101.5% | +103.3% |
| 1Y | +35.8% | +10.2% | +25.6% | +29.7% |
| 3Y | -58.3% | +29.4% | -87.7% | -62.3% |
| 5Y | -99.2% | +61.1% | -160.3% | -99.3% |
| All | -98.8% | +313.0% | -411.7% | -99.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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