+197.7%
EXC vs AMC
-98.7%
+296.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.0% | -0.3% |
| 7D | +0.1% | +5.5% | -5.4% | 0.0% |
| 30D | +9.0% | +16.1% | -7.1% | +8.9% |
| 3M | +3.3% | +43.0% | -39.7% | +3.0% |
| 6M | +5.7% | +130.7% | -125.0% | +4.9% |
| YTD | +7.3% | +121.8% | -114.4% | +6.5% |
| 1Y | +2.9% | +40.7% | -37.7% | +2.5% |
| 3Y | +29.3% | -56.8% | +86.1% | +29.2% |
| 5Y | +40.1% | -99.1% | +139.1% | +41.8% |
| 10Y | +197.7% | -98.7% | +296.3% | +158.6% |
| All | +197.7% | -98.7% | +296.3% | +158.6% |
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 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