+25.8%
C vs AMC
+39.6%
-13.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.7% | +1.7% |
| 7D | -0.4% | -2.8% | +2.4% | -0.3% |
| 30D | -5.3% | +14.0% | -19.3% | -6.1% |
| 3M | -8.0% | +42.5% | -50.5% | -10.2% |
| 6M | -0.3% | +142.6% | -142.8% | -11.3% |
| YTD | +8.6% | +119.2% | -110.6% | -3.2% |
| 1Y | +25.8% | +40.7% | -14.9% | +21.0% |
| All | +25.8% | +39.6% | -13.8% | +21.0% |
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