+93.4%
GOOG vs AMC
-99.2%
+192.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.3% | -7.5% | +0.2% |
| 7D | +2.9% | +6.6% | -3.7% | +2.4% |
| 30D | -17.8% | +14.1% | -31.9% | -18.5% |
| 3M | -19.0% | +31.3% | -50.3% | -20.6% |
| 6M | -27.9% | +126.7% | -154.5% | -32.2% |
| YTD | -8.7% | +117.9% | -126.6% | -14.4% |
| 1Y | +2.5% | +41.1% | -38.6% | -1.5% |
| 3Y | +119.2% | -61.0% | +180.2% | +120.4% |
| 5Y | +93.4% | -99.1% | +192.6% | +137.0% |
| All | +93.4% | -99.2% | +192.6% | +137.0% |
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