+3.3%
MSFT vs AMC
+39.6%
-36.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -2.2% |
| 7D | -6.2% | -2.8% | -3.4% | -6.1% |
| 30D | -3.7% | +14.0% | -17.7% | -4.7% |
| 3M | +3.6% | +42.5% | -38.9% | +0.6% |
| 6M | +26.8% | +142.6% | -115.8% | +14.3% |
| YTD | +8.4% | +119.2% | -110.8% | -3.5% |
| 1Y | +3.3% | +40.7% | -37.5% | -2.7% |
| All | +3.3% | +39.6% | -36.3% | -2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling