+143.3%
DELL vs AMC
+38.0%
+105.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +7.3% | -16.1% | -9.8% |
| 7D | -24.6% | +17.7% | -42.3% | -26.5% |
| 30D | -32.5% | +26.2% | -58.7% | -34.7% |
| 3M | -20.2% | +31.3% | -51.5% | -23.8% |
| 6M | +76.5% | +142.8% | -66.3% | +36.9% |
| YTD | +198.9% | +125.6% | +73.3% | +130.2% |
| 1Y | +143.3% | +40.2% | +103.1% | +125.2% |
| All | +143.3% | +38.0% | +105.3% | +125.2% |
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