+222.7%
B vs AMC
-98.7%
+321.4%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.6% |
| 7D | -2.7% | -2.8% | +0.2% | -2.7% |
| 30D | -4.3% | +14.0% | -18.3% | -4.2% |
| 3M | -2.3% | +42.5% | -44.8% | -2.0% |
| 6M | -16.2% | +142.6% | -158.8% | -15.4% |
| YTD | -8.8% | +119.2% | -128.1% | -7.9% |
| 1Y | +11.4% | +40.7% | -29.4% | +11.9% |
| 3Y | +174.3% | -57.3% | +231.6% | +173.8% |
| 5Y | +116.2% | -99.1% | +215.3% | +107.4% |
| 10Y | +222.7% | -98.7% | +321.5% | +209.1% |
| All | +222.7% | -98.7% | +321.4% | +209.1% |
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