+553.1%
MA vs AMC
-98.7%
+651.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.4% | -0.5% |
| 7D | +2.3% | +2.6% | -0.3% | +2.2% |
| 30D | +14.7% | +9.0% | +5.6% | +14.4% |
| 3M | +13.5% | +22.2% | -8.7% | +12.9% |
| 6M | +33.1% | +91.5% | -58.3% | +30.4% |
| YTD | +15.1% | +101.3% | -86.2% | +12.4% |
| 1Y | +18.7% | +20.8% | -2.0% | +17.3% |
| 3Y | +72.1% | -71.3% | +143.4% | +73.0% |
| 5Y | +92.8% | -99.2% | +192.0% | +102.9% |
| All | +553.1% | -98.7% | +651.8% | +502.2% |
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