+390.5%
GE vs AMC
-99.3%
+489.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.9% | +0.8% | +2.6% |
| 7D | +7.1% | +2.6% | +4.5% | +7.0% |
| 30D | +6.5% | +9.0% | -2.6% | +6.0% |
| 3M | -13.6% | +22.2% | -35.7% | -14.6% |
| 6M | +6.0% | +91.5% | -85.5% | +1.5% |
| YTD | +5.4% | +101.3% | -95.9% | +0.3% |
| 1Y | +6.5% | +20.8% | -14.3% | +3.6% |
| 3Y | +268.6% | -71.3% | +339.9% | +276.2% |
| All | +390.5% | -99.3% | +489.7% | +491.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling