+214.8%
B vs AMC
-98.8%
+313.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | -0.7% |
| 7D | -7.3% | +3.5% | -10.8% | -7.3% |
| 30D | -3.3% | +12.5% | -15.8% | -3.2% |
| 3M | -7.8% | +23.6% | -31.3% | -7.6% |
| 6M | -15.5% | +144.4% | -159.9% | -14.7% |
| YTD | -12.3% | +108.3% | -120.6% | -11.4% |
| 1Y | +5.4% | +38.9% | -33.5% | +5.9% |
| 3Y | +165.5% | -58.9% | +224.4% | +165.0% |
| 5Y | +107.0% | -99.2% | +206.2% | +98.5% |
| All | +214.8% | -98.8% | +313.6% | +201.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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