+424.7%
MAR vs AMC
-98.9%
+523.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.2% | 0.0% |
| 7D | -4.2% | +2.3% | -6.5% | -4.2% |
| 30D | -6.7% | -0.7% | -5.9% | -6.7% |
| 3M | -12.5% | +35.2% | -47.7% | -14.0% |
| 6M | +0.6% | +124.6% | -124.0% | -3.4% |
| YTD | +9.1% | +69.9% | -60.8% | +5.8% |
| 1Y | +26.2% | -2.6% | +28.8% | +24.8% |
| 3Y | +68.2% | -79.8% | +147.9% | +71.3% |
| 5Y | +163.9% | -99.4% | +263.3% | +192.5% |
| All | +424.7% | -98.9% | +523.6% | +350.1% |
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