-99.3%
AMC vs TRI
+5.0%
-104.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.7% | +6.6% | +3.5% |
| 7D | +2.6% | -4.8% | +7.4% | +3.8% |
| 30D | +9.0% | +13.4% | -4.4% | +3.4% |
| 3M | +22.2% | +13.1% | +9.0% | +14.8% |
| 6M | +91.5% | +24.4% | +67.0% | +70.9% |
| YTD | +101.3% | -11.4% | +112.7% | +107.2% |
| 1Y | +20.8% | -15.6% | +36.4% | +27.6% |
| 3Y | -71.3% | -6.5% | -64.9% | -76.1% |
| All | -99.3% | +5.0% | -104.3% | -99.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling