+214.5%
BAC vs AMC
-98.8%
+313.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | -0.2% |
| 7D | +1.5% | +8.4% | -6.9% | +1.2% |
| 30D | -6.4% | +9.2% | -15.5% | -6.7% |
| 3M | -21.7% | +32.0% | -53.7% | -22.5% |
| 6M | +0.5% | +149.3% | -148.8% | -3.1% |
| YTD | -6.7% | +114.1% | -120.8% | -9.8% |
| 1Y | -4.7% | +35.8% | -40.4% | -6.6% |
| 3Y | +96.1% | -58.3% | +154.4% | +95.4% |
| 5Y | +21.7% | -99.2% | +120.9% | +30.2% |
| All | +214.5% | -98.8% | +313.2% | +201.6% |
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