+800.7%
MSCI vs AMC
-98.7%
+899.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +1.6% |
| 7D | +2.7% | +5.5% | -2.8% | +2.5% |
| 30D | +16.2% | +16.1% | +0.1% | +15.9% |
| 3M | +17.1% | +43.0% | -25.9% | +16.1% |
| 6M | +13.0% | +130.7% | -117.7% | +10.7% |
| YTD | +15.8% | +121.8% | -106.0% | +13.3% |
| 1Y | +15.5% | +40.7% | -25.2% | +13.9% |
| 3Y | +32.3% | -56.8% | +89.1% | +31.8% |
| 5Y | +8.2% | -99.1% | +107.3% | +11.9% |
| 10Y | +800.7% | -98.7% | +899.4% | +792.4% |
| All | +800.7% | -98.7% | +899.4% | +792.4% |
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