+1,683.3%
BE vs AMCR
+8.5%
+1,674.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.7% | -0.1% | -2.2% |
| 7D | +23.9% | -6.3% | +30.2% | +25.9% |
| 30D | +27.8% | -7.1% | +35.0% | +30.0% |
| 3M | +3.7% | +12.7% | -8.9% | -2.0% |
| 6M | +78.0% | +5.2% | +72.8% | +71.6% |
| YTD | +209.9% | +8.1% | +201.8% | +189.9% |
| 1Y | +389.6% | +11.7% | +377.9% | +345.4% |
| All | +1,683.3% | +8.5% | +1,674.8% | +1,344.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 3y: compounded portfolio wealth divided by compounded AMCR 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…
3y analysis · Full analysis span regression · 6 months rolling