+3,459.3%
FIX vs AMC
-98.7%
+3,558.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -12.5% | +0.9% | -11.2% |
| 7D | -27.2% | 0.0% | -27.2% | -27.3% |
| 30D | -46.9% | +4.4% | -51.3% | -47.0% |
| 3M | -44.4% | +15.4% | -59.8% | -44.7% |
| 6M | -50.9% | +93.7% | -144.6% | -52.2% |
| YTD | +3.5% | +97.4% | -93.9% | +0.4% |
| 1Y | -2.1% | +23.2% | -25.3% | -3.7% |
| 3Y | +418.7% | -71.3% | +490.0% | +423.4% |
| 5Y | +894.6% | -99.3% | +993.8% | +970.4% |
| All | +3,459.3% | -98.7% | +3,558.1% | +3,540.4% |
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 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