+35.0%
EQT vs AMC
-66.8%
+101.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.9% | +3.0% | -0.7% |
| 7D | -2.0% | -6.8% | +4.8% | -1.8% |
| 30D | +1.0% | +1.7% | -0.6% | +0.9% |
| 3M | +4.0% | +26.8% | -22.8% | +2.2% |
| 6M | -11.7% | +117.7% | -129.4% | -16.0% |
| YTD | +2.8% | +57.7% | -54.9% | -0.6% |
| 1Y | +10.0% | -12.5% | +22.5% | +9.7% |
| All | +35.0% | -66.8% | +101.9% | +38.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling