+1,076.1%
BE vs AMC
-99.4%
+1,175.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +4.3% | +3.0% | +6.6% |
| 7D | +20.0% | +2.3% | +17.7% | +19.5% |
| 30D | +7.9% | -0.7% | +8.7% | +8.0% |
| 3M | -13.2% | +35.2% | -48.4% | -20.5% |
| 6M | +53.5% | +124.6% | -71.1% | +25.4% |
| YTD | +191.0% | +69.9% | +121.2% | +148.7% |
| 1Y | +360.5% | -2.6% | +363.1% | +335.8% |
| 3Y | +1,568.0% | -79.8% | +1,647.8% | +1,789.7% |
| All | +1,076.1% | -99.4% | +1,175.6% | +2,568.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling