+157.1%
MMM vs AMC
-71.5%
+228.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | -1.5% |
| 7D | +6.2% | +2.6% | +3.6% | +6.1% |
| 30D | +14.2% | +9.0% | +5.2% | +13.9% |
| 3M | +2.9% | +22.2% | -19.3% | +2.1% |
| 6M | +27.6% | +91.5% | -63.9% | +23.3% |
| YTD | +17.3% | +101.3% | -84.0% | +12.7% |
| 1Y | +15.1% | +20.8% | -5.7% | +12.4% |
| 3Y | +157.1% | -71.3% | +228.4% | +184.8% |
| All | +157.1% | -71.5% | +228.6% | +184.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling