+593.0%
BE vs AMC
-97.6%
+690.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -10.8% | -2.8% | -12.7% |
| 7D | -14.7% | +2.6% | -17.3% | -14.9% |
| 30D | -40.5% | +9.0% | -49.6% | -40.9% |
| 3M | -24.3% | +22.2% | -46.5% | -25.7% |
| 6M | -39.3% | +91.5% | -130.8% | -43.7% |
| YTD | +99.4% | +101.3% | -1.9% | +83.0% |
| 1Y | +26.6% | +20.8% | +5.8% | +21.3% |
| 3Y | +1,616.9% | -71.3% | +1,688.3% | +1,664.4% |
| 5Y | +441.4% | -99.2% | +540.6% | +566.3% |
| All | +593.0% | -97.6% | +690.5% | +550.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling