+212.7%
C vs AMC
-97.8%
+310.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -12.5% | +7.5% | -4.5% |
| 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% | -10.0% |
| YTD | +3.6% | +97.4% | -93.8% | -0.7% |
| 1Y | +18.9% | +23.2% | -4.3% | +16.2% |
| 3Y | +205.0% | -71.3% | +276.2% | +208.2% |
| 5Y | +109.4% | -99.3% | +208.6% | +131.8% |
| 10Y | +232.9% | -98.7% | +331.6% | +213.4% |
| All | +212.7% | -97.8% | +310.4% | +172.1% |
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 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