+388.0%
DELL vs AMC
-59.1%
+447.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -2.7% | -4.5% | -7.0% |
| 7D | +4.9% | +3.5% | +1.4% | +4.6% |
| 30D | -32.1% | +12.5% | -44.5% | -32.5% |
| 3M | -30.2% | +23.6% | -53.8% | -31.2% |
| 6M | +41.7% | +144.4% | -102.7% | +32.0% |
| YTD | +176.6% | +108.3% | +68.3% | +158.1% |
| 1Y | +159.9% | +38.9% | +121.1% | +145.6% |
| 3Y | +388.0% | -58.9% | +446.8% | +353.4% |
| All | +388.0% | -59.1% | +447.1% | +353.4% |
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