+53.1%
DOW vs AMC
+39.6%
+13.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.2% | +4.5% | +3.3% |
| 7D | -0.5% | -2.8% | +2.4% | -0.5% |
| 30D | +15.7% | +14.0% | +1.7% | +16.5% |
| 3M | +5.3% | +42.5% | -37.2% | +7.0% |
| 6M | -14.2% | +142.6% | -156.8% | -9.2% |
| YTD | +43.9% | +119.2% | -75.3% | +53.7% |
| 1Y | +53.1% | +40.7% | +12.3% | +82.7% |
| All | +53.1% | +39.6% | +13.5% | +82.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling