+54.4%
MMM vs AMC
-98.9%
+153.3%
-59.1%
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 | -3.3% | +2.3% | -5.6% | -3.4% |
| 30D | -7.0% | -0.7% | -6.3% | -7.0% |
| 3M | +10.8% | +35.2% | -24.4% | +9.3% |
| 6M | +5.8% | +124.6% | -118.8% | +2.5% |
| YTD | +6.8% | +69.9% | -63.1% | +4.2% |
| 1Y | +10.4% | -2.6% | +13.0% | +9.4% |
| 3Y | +104.7% | -79.8% | +184.5% | +107.5% |
| 5Y | +23.6% | -99.4% | +123.0% | +33.4% |
| All | +54.4% | -98.9% | +153.3% | +38.1% |
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