+1,900.5%
MSCI vs AMCR
+106.4%
+1,794.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +0.4% | -1.9% | +2.3% | +0.9% |
| 30D | +0.6% | -4.1% | +4.6% | +1.7% |
| 3M | -7.1% | +21.7% | -28.8% | -12.5% |
| 6M | +0.8% | +1.5% | -0.7% | -0.4% |
| YTD | +1.0% | +13.1% | -12.1% | -4.1% |
| 1Y | +4.3% | +16.5% | -12.2% | -2.0% |
| 3Y | +9.9% | +10.3% | -0.3% | +3.5% |
| 5Y | -6.8% | -7.7% | +0.9% | -7.2% |
| 10Y | +614.7% | +24.6% | +590.0% | +522.2% |
| All | +1,900.5% | +106.4% | +1,794.1% | +1,718.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded AMCR 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling