+85.4%
BE vs AMC
+33.2%
+52.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.7% | -2.2% | -4.8% |
| 7D | +10.8% | +3.5% | +7.3% | +10.7% |
| 30D | -19.8% | +12.5% | -32.2% | -19.6% |
| 3M | -18.7% | +23.6% | -42.3% | -18.7% |
| 6M | -33.7% | +144.4% | -178.1% | -38.7% |
| YTD | +121.0% | +108.3% | +12.6% | +110.7% |
| 1Y | +85.4% | +38.9% | +46.5% | +145.5% |
| All | +85.4% | +33.2% | +52.2% | +145.5% |
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