+40.7%
AMC vs XME
+1.1%
+39.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.0% | +3.8% | +2.8% |
| 7D | +5.5% | -0.2% | +5.7% | +5.8% |
| 30D | +16.1% | -9.2% | +25.3% | +21.3% |
| 3M | +43.0% | -17.8% | +60.7% | +55.8% |
| 6M | +130.7% | -20.0% | +150.7% | +160.9% |
| YTD | +121.8% | -6.6% | +128.4% | +122.6% |
| 1Y | +40.7% | +1.8% | +38.9% | +31.6% |
| All | +40.7% | +1.1% | +39.5% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 1y: compounded portfolio wealth divided by compounded XME 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…
1y analysis · Full analysis span regression · 6 months rolling