+240.9%
DIA vs AMC
-98.6%
+339.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +8.3% | -6.1% | +2.0% |
| 7D | +0.8% | +6.6% | -5.8% | +0.6% |
| 30D | +1.4% | +14.1% | -12.7% | +1.1% |
| 3M | -2.7% | +31.3% | -34.0% | -3.3% |
| 6M | +6.2% | +126.7% | -120.5% | +4.1% |
| YTD | +10.1% | +117.9% | -107.8% | +7.8% |
| 1Y | +13.0% | +41.1% | -28.1% | +11.5% |
| 3Y | +61.9% | -61.0% | +122.8% | +61.6% |
| 5Y | +57.1% | -99.1% | +156.2% | +63.0% |
| 10Y | +240.9% | -98.7% | +339.6% | +217.8% |
| All | +240.9% | -98.6% | +339.5% | +217.8% |
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