+593.1%
MA vs AMC
-98.8%
+691.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.7% | +4.0% | +1.4% |
| 7D | +1.3% | +3.5% | -2.2% | +1.2% |
| 30D | +9.6% | +12.5% | -2.9% | +9.3% |
| 3M | +16.8% | +23.6% | -6.8% | +16.1% |
| 6M | +35.2% | +144.4% | -109.2% | +31.7% |
| YTD | +16.6% | +108.3% | -91.8% | +13.8% |
| 1Y | +19.8% | +38.9% | -19.1% | +18.0% |
| 3Y | +70.7% | -58.9% | +129.6% | +70.2% |
| 5Y | +87.4% | -99.2% | +186.6% | +97.0% |
| All | +593.1% | -98.8% | +691.9% | +548.7% |
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