+158.0%
MAR vs AMC
-99.3%
+257.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.3% |
| 7D | +4.3% | +2.6% | +1.7% | +4.1% |
| 30D | +16.8% | +9.0% | +7.8% | +16.2% |
| 3M | +16.0% | +22.2% | -6.2% | +14.5% |
| 6M | +16.5% | +91.5% | -75.0% | +10.7% |
| YTD | +35.0% | +101.3% | -66.2% | +27.4% |
| 1Y | +49.4% | +20.8% | +28.6% | +44.8% |
| 3Y | +124.1% | -71.3% | +195.4% | +130.5% |
| All | +158.0% | -99.3% | +257.2% | +242.6% |
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