+515.5%
MAR vs AMC
-98.6%
+614.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.3% | -8.1% | -0.2% |
| 7D | +0.2% | +6.6% | -6.4% | -0.1% |
| 30D | +14.0% | +14.1% | -0.1% | +13.4% |
| 3M | +18.1% | +31.3% | -13.2% | +16.7% |
| 6M | +18.6% | +126.7% | -108.1% | +13.9% |
| YTD | +35.3% | +117.9% | -82.7% | +29.8% |
| 1Y | +44.5% | +41.1% | +3.4% | +40.8% |
| 3Y | +120.7% | -61.0% | +181.7% | +120.3% |
| 5Y | +164.1% | -99.1% | +263.2% | +188.9% |
| 10Y | +515.5% | -98.7% | +614.2% | +424.7% |
| All | +515.5% | -98.6% | +614.1% | +424.7% |
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