-98.7%
AMC vs TRI
+220.3%
-319.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.7% |
| 7D | +5.5% | -1.6% | +7.1% | +5.8% |
| 30D | +16.1% | +5.0% | +11.1% | +13.2% |
| 3M | +43.0% | +4.6% | +38.4% | +38.7% |
| 6M | +130.7% | +18.3% | +112.4% | +112.0% |
| YTD | +121.8% | -14.7% | +136.5% | +125.6% |
| 1Y | +40.7% | -16.7% | +57.3% | +44.3% |
| 3Y | -56.8% | -11.3% | -45.5% | -58.5% |
| 5Y | -99.1% | -0.6% | -98.5% | -99.2% |
| All | -98.7% | +220.3% | -319.0% | -99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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