+186.7%
B vs AMC
-98.7%
+285.4%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | +0.6% |
| 7D | +9.6% | +2.6% | +7.0% | +9.6% |
| 30D | +3.5% | +9.0% | -5.5% | +3.6% |
| 3M | -1.6% | +22.2% | -23.8% | -1.4% |
| 6M | -1.7% | +91.5% | -93.1% | -0.9% |
| YTD | -5.3% | +101.3% | -106.6% | -4.4% |
| 1Y | +27.2% | +20.8% | +6.4% | +27.7% |
| 3Y | +166.1% | -71.3% | +237.4% | +164.3% |
| 5Y | +136.5% | -99.2% | +235.7% | +126.5% |
| All | +186.7% | -98.7% | +285.4% | +180.2% |
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