+2,876.0%
DELL vs AMC
-98.8%
+2,974.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.7% | -0.6% |
| 7D | +17.1% | +8.4% | +8.7% | +16.9% |
| 30D | -35.1% | +9.2% | -44.2% | -35.2% |
| 3M | -23.3% | +32.0% | -55.3% | -23.9% |
| 6M | +55.8% | +149.3% | -93.4% | +51.6% |
| YTD | +198.0% | +114.1% | +83.9% | +190.5% |
| 1Y | +166.6% | +35.8% | +130.8% | +162.4% |
| 3Y | +427.6% | -58.3% | +485.9% | +425.1% |
| 5Y | +630.6% | -99.2% | +729.8% | +662.1% |
| All | +2,876.0% | -98.8% | +2,974.7% | +2,620.3% |
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