-98.7%
AMC vs XHB
+271.6%
-370.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.6% | +4.7% | +5.4% |
| 7D | +6.6% | +1.3% | +5.3% | +5.9% |
| 30D | +14.1% | +11.8% | +2.3% | +4.8% |
| 3M | +31.3% | -3.8% | +35.1% | +35.9% |
| 6M | +126.7% | +4.1% | +122.6% | +118.3% |
| YTD | +117.9% | +4.0% | +114.0% | +110.6% |
| 1Y | +41.1% | +1.6% | +39.5% | +38.8% |
| 3Y | -61.0% | +43.2% | -104.1% | -73.1% |
| 5Y | -99.1% | +35.8% | -135.0% | -99.4% |
| 10Y | -98.7% | +259.3% | -358.0% | -99.6% |
| All | -98.7% | +271.6% | -370.3% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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