+47.0%
DOW vs AMC
+40.5%
+6.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +8.3% | -9.7% | -1.1% |
| 7D | -9.4% | +6.6% | -16.0% | -9.1% |
| 30D | +8.9% | +14.1% | -5.2% | +9.7% |
| 3M | +6.7% | +31.3% | -24.5% | +8.3% |
| 6M | -14.2% | +126.7% | -140.9% | -9.4% |
| YTD | +36.9% | +117.9% | -81.0% | +46.3% |
| All | +47.0% | +40.5% | +6.5% | +77.0% |
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 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