+83.0%
MMM vs AMC
-98.6%
+181.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +8.3% | -6.4% | +1.6% |
| 7D | +5.8% | +6.6% | -0.8% | +5.5% |
| 30D | +17.9% | +14.1% | +3.8% | +17.4% |
| 3M | +3.6% | +31.3% | -27.7% | +2.6% |
| 6M | +32.9% | +126.7% | -93.8% | +28.8% |
| YTD | +19.5% | +117.9% | -98.5% | +15.7% |
| 1Y | +16.5% | +41.1% | -24.5% | +14.2% |
| 3Y | +167.2% | -61.0% | +228.1% | +166.6% |
| 5Y | +48.2% | -99.1% | +147.4% | +58.4% |
| 10Y | +83.0% | -98.7% | +181.7% | +62.8% |
| All | +83.0% | -98.6% | +181.6% | +62.8% |
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