+223.5%
C vs AMC
-98.7%
+322.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | +0.4% |
| 7D | -2.4% | +2.6% | -5.0% | -2.5% |
| 30D | -6.0% | +9.0% | -15.0% | -6.3% |
| 3M | -10.5% | +22.2% | -32.7% | -11.4% |
| 6M | -5.7% | +91.5% | -97.2% | -9.0% |
| YTD | +4.1% | +101.3% | -97.1% | +0.1% |
| 1Y | +20.5% | +20.8% | -0.3% | +18.0% |
| 3Y | +208.1% | -71.3% | +279.4% | +211.1% |
| 5Y | +110.4% | -99.2% | +209.7% | +130.4% |
| All | +223.5% | -98.7% | +322.2% | +185.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling