+40.4%
MAS vs AMCR
+13.9%
+26.5%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.4% |
| 7D | +3.6% | -3.8% | +7.4% | +6.3% |
| 30D | +23.8% | +8.3% | +15.5% | +17.8% |
| 3M | +14.4% | -2.7% | +17.1% | +16.4% |
| 6M | +19.7% | +16.7% | +3.0% | +9.7% |
| YTD | +36.0% | +13.2% | +22.7% | +21.7% |
| 1Y | +40.4% | +13.7% | +26.6% | +24.8% |
| All | +40.4% | +13.9% | +26.5% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 1y: compounded portfolio wealth divided by compounded AMCR 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…
1y analysis · Full analysis span regression · 6 months rolling