+33.2%
BE vs AMC
+43.0%
-9.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.8% | -6.1% | -4.5% |
| 7D | -13.4% | +5.5% | -18.8% | -13.4% |
| 30D | -33.9% | +16.1% | -50.0% | -34.1% |
| 3M | -12.0% | +43.0% | -54.9% | -12.8% |
| 6M | -29.0% | +130.7% | -159.6% | -34.9% |
| YTD | +113.4% | +121.8% | -8.4% | +96.9% |
| 1Y | +33.2% | +40.7% | -7.5% | +97.1% |
| All | +33.2% | +43.0% | -9.8% | +97.1% |
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