+48.2%
MMM vs AMC
-99.2%
+147.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +17.3% |
| 3M | +3.6% | +31.3% | -27.7% | +2.4% |
| 6M | +32.9% | +126.7% | -93.8% | +27.6% |
| YTD | +19.5% | +117.9% | -98.5% | +14.6% |
| 1Y | +16.5% | +41.1% | -24.5% | +13.5% |
| 3Y | +167.2% | -61.0% | +228.1% | +166.6% |
| 5Y | +48.2% | -99.1% | +147.4% | +59.7% |
| All | +48.2% | -99.2% | +147.4% | +59.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling