+737.9%
BE vs AMC
-97.4%
+835.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | -1.2% | +14.1% | +13.1% |
| 7D | +4.5% | -2.8% | +7.4% | +4.9% |
| 30D | -20.1% | +14.0% | -34.1% | -20.9% |
| 3M | -0.8% | +42.5% | -43.3% | -3.7% |
| 6M | -26.2% | +142.6% | -168.8% | -32.8% |
| YTD | +141.1% | +119.2% | +21.8% | +119.9% |
| 1Y | +64.8% | +40.7% | +24.1% | +56.2% |
| 3Y | +1,887.4% | -57.3% | +1,944.7% | +1,884.7% |
| 5Y | +518.1% | -99.1% | +617.2% | +653.7% |
| All | +737.9% | -97.4% | +835.3% | +682.0% |
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 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