+151.2%
GE vs AMC
-98.8%
+250.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.1% | -3.4% |
| 7D | +5.1% | +8.4% | -3.3% | +4.8% |
| 30D | +7.6% | +9.2% | -1.6% | +7.1% |
| 3M | -9.3% | +32.0% | -41.3% | -10.5% |
| 6M | +11.5% | +149.3% | -137.7% | +6.5% |
| YTD | +7.9% | +114.1% | -106.2% | +3.3% |
| 1Y | +7.6% | +35.8% | -28.1% | +4.9% |
| 3Y | +265.9% | -58.3% | +324.2% | +264.0% |
| 5Y | +405.9% | -99.2% | +505.1% | +458.3% |
| All | +151.2% | -98.8% | +250.0% | +122.1% |
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