+3.2%
EXC vs AMC
+40.5%
-37.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +8.3% | -8.2% | +0.2% |
| 7D | -1.7% | +6.6% | -8.3% | -1.6% |
| 30D | +9.3% | +14.1% | -4.8% | +9.6% |
| 3M | +1.0% | +31.3% | -30.2% | +1.6% |
| 6M | +5.9% | +126.7% | -120.7% | +8.0% |
| YTD | +7.6% | +117.9% | -110.3% | +9.4% |
| All | +3.2% | +40.5% | -37.3% | +8.4% |
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 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