+23.0%
MMM vs AMC
+38.0%
-15.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +7.3% | +2.2% | +9.1% |
| 7D | +12.2% | +17.7% | -5.5% | +11.3% |
| 30D | +18.8% | +26.2% | -7.3% | +17.5% |
| 3M | +7.4% | +31.3% | -24.0% | +5.8% |
| 6M | +38.3% | +142.8% | -104.4% | +27.1% |
| YTD | +22.9% | +125.6% | -102.8% | +13.1% |
| 1Y | +23.0% | +40.2% | -17.2% | +19.7% |
| All | +23.0% | +38.0% | -15.0% | +19.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling