+206.6%
C vs AMC
-72.0%
+278.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -12.5% | +7.5% | -4.4% |
| 7D | -5.3% | 0.0% | -5.3% | -5.3% |
| 30D | -7.3% | +4.4% | -11.7% | -7.5% |
| 3M | -13.5% | +15.4% | -28.8% | -14.2% |
| 6M | -6.5% | +93.7% | -100.2% | -11.0% |
| YTD | +3.6% | +97.4% | -93.8% | -2.0% |
| 1Y | +18.9% | +23.2% | -4.3% | +14.8% |
| All | +206.6% | -72.0% | +278.6% | +230.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling