+254.1%
MP vs AMC
-94.3%
+348.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.9% | +3.0% | +4.8% |
| 7D | -10.5% | +2.6% | -13.1% | -10.7% |
| 30D | -23.5% | +9.0% | -32.6% | -23.9% |
| 3M | -25.4% | +22.2% | -47.6% | -26.3% |
| 6M | -51.3% | +91.5% | -142.7% | -53.3% |
| YTD | -29.9% | +101.3% | -131.2% | -33.3% |
| 1Y | -31.8% | +20.8% | -52.6% | -33.5% |
| 3Y | +127.0% | -71.3% | +198.3% | +130.5% |
| 5Y | -3.3% | -99.2% | +96.0% | +7.0% |
| All | +254.1% | -94.3% | +348.4% | +328.2% |
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