+3,553.2%
FIX vs AMC
-98.8%
+3,652.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.3% | -1.3% |
| 7D | +9.4% | +3.5% | +5.9% | +9.3% |
| 30D | -27.8% | +12.5% | -40.2% | -28.0% |
| 3M | -35.6% | +23.6% | -59.1% | -36.0% |
| 6M | -45.2% | +144.4% | -189.6% | -47.1% |
| YTD | +19.5% | +108.3% | -88.9% | +15.7% |
| 1Y | +24.2% | +38.9% | -14.7% | +21.8% |
| 3Y | +494.2% | -58.9% | +553.0% | +493.5% |
| 5Y | +1,036.1% | -99.2% | +1,135.3% | +1,119.5% |
| All | +3,553.2% | -98.8% | +3,652.0% | +3,644.8% |
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