+2,901.0%
DELL vs AMC
-98.6%
+2,999.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.9% | +1.7% | +3.6% |
| 7D | -22.6% | +2.6% | -25.2% | -22.6% |
| 30D | -43.2% | +9.0% | -52.2% | -43.3% |
| 3M | -24.8% | +22.2% | -47.0% | -25.2% |
| 6M | +38.0% | +91.5% | -53.5% | +35.1% |
| YTD | +163.7% | +101.3% | +62.5% | +157.5% |
| 1Y | +122.5% | +20.8% | +101.8% | +119.6% |
| 3Y | +377.0% | -71.3% | +448.3% | +378.3% |
| 5Y | +542.6% | -99.2% | +641.8% | +571.7% |
| 10Y | +2,554.1% | -98.7% | +2,652.8% | +2,314.5% |
| All | +2,901.0% | -98.6% | +2,999.7% | +2,610.6% |
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