+376.4%
NDAQ vs AMC
-98.9%
+475.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.3% | -6.2% | -1.9% |
| 7D | -2.4% | +2.3% | -4.8% | -2.5% |
| 30D | +2.5% | -0.7% | +3.2% | +2.4% |
| 3M | +9.9% | +35.2% | -25.3% | +9.1% |
| 6M | +9.4% | +124.6% | -115.1% | +7.5% |
| YTD | +0.4% | +69.9% | -69.5% | -1.0% |
| 1Y | +4.0% | -2.6% | +6.6% | +3.5% |
| 3Y | +94.4% | -79.8% | +174.2% | +95.6% |
| 5Y | +56.7% | -99.4% | +156.1% | +62.6% |
| All | +376.4% | -98.9% | +475.3% | +358.2% |
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