+4,681.2%
DELL vs AMC
-98.8%
+4,780.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.3% | -2.8% | +1.4% |
| 7D | +14.9% | +2.3% | +12.6% | +14.8% |
| 30D | +13.3% | -0.7% | +14.0% | +13.3% |
| 3M | +24.4% | +35.2% | -10.8% | +22.9% |
| 6M | +258.0% | +124.6% | +133.4% | +249.0% |
| YTD | +320.2% | +69.9% | +250.3% | +312.1% |
| 1Y | +319.1% | -2.6% | +321.6% | +315.6% |
| 3Y | +706.5% | -79.8% | +786.3% | +712.7% |
| 5Y | +1,071.9% | -99.4% | +1,171.3% | +1,130.9% |
| 10Y | +4,683.5% | -98.9% | +4,782.3% | +4,268.2% |
| All | +4,681.2% | -98.8% | +4,780.1% | +4,238.0% |
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