-99.0%
AMC vs TRI
+190.6%
-289.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.9% | -2.1% | -3.3% |
| 7D | -6.8% | -8.4% | +1.6% | -4.4% |
| 30D | +1.7% | -6.5% | +8.1% | +3.5% |
| 3M | +26.8% | +18.6% | +8.2% | +17.4% |
| 6M | +117.7% | -10.4% | +128.1% | +121.1% |
| YTD | +57.7% | -23.7% | +81.4% | +68.4% |
| 1Y | -12.5% | -42.5% | +30.0% | +4.0% |
| 3Y | -65.7% | -19.3% | -46.5% | -65.7% |
| 5Y | -99.5% | -9.7% | -89.8% | -99.5% |
| 10Y | -99.0% | +194.4% | -293.4% | -99.3% |
| All | -99.0% | +190.6% | -289.5% | -99.3% |
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