+27.2%
B vs AMC
+24.6%
+2.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | +0.4% |
| 7D | +9.6% | +2.6% | +7.0% | +9.3% |
| 30D | +3.5% | +9.0% | -5.5% | +2.8% |
| 3M | -1.6% | +22.2% | -23.8% | -3.3% |
| 6M | -1.7% | +91.5% | -93.1% | -7.5% |
| YTD | -5.3% | +101.3% | -106.6% | -11.0% |
| 1Y | +27.2% | +20.8% | +6.4% | +31.0% |
| All | +27.2% | +24.6% | +2.6% | +31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling