+675.5%
BE vs AMC
-97.4%
+772.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +8.3% | +3.6% | +11.2% |
| 7D | -1.2% | +6.6% | -7.8% | -1.6% |
| 30D | -30.9% | +14.1% | -45.0% | -31.5% |
| 3M | -11.6% | +31.3% | -42.9% | -13.6% |
| 6M | -25.7% | +126.7% | -152.4% | -32.0% |
| YTD | +123.1% | +117.9% | +5.2% | +103.6% |
| 1Y | +43.4% | +41.1% | +2.3% | +35.9% |
| 3Y | +1,683.6% | -61.0% | +1,744.6% | +1,693.9% |
| 5Y | +465.4% | -99.1% | +564.6% | +590.4% |
| All | +675.5% | -97.4% | +772.9% | +624.3% |
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