+151.5%
GE vs AMC
-98.9%
+250.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | -0.5% |
| 7D | +1.2% | -0.8% | +1.9% | +1.2% |
| 30D | -9.5% | -1.2% | -8.3% | -9.5% |
| 3M | +4.1% | +42.2% | -38.1% | +1.9% |
| 6M | +3.9% | +118.8% | -114.9% | -0.3% |
| YTD | +9.0% | +64.1% | -55.1% | +5.7% |
| 1Y | +21.9% | -9.5% | +31.5% | +20.8% |
| 3Y | +281.8% | -64.3% | +346.1% | +281.7% |
| 5Y | +436.7% | -99.5% | +536.2% | +502.7% |
| 10Y | +151.5% | -98.9% | +250.5% | +124.7% |
| All | +151.5% | -98.9% | +250.5% | +124.7% |
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