+1,408.7%
NDAQ vs AMCR
+102.7%
+1,306.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.5% |
| 7D | -2.6% | -1.8% | -0.7% | -2.2% |
| 30D | +0.5% | -6.0% | +6.5% | +1.9% |
| 3M | +9.9% | +18.9% | -9.0% | +5.2% |
| 6M | +8.2% | +5.7% | +2.5% | +6.1% |
| YTD | -1.5% | +11.1% | -12.6% | -5.2% |
| 1Y | +1.3% | +14.4% | -13.1% | -3.3% |
| 3Y | +92.6% | +13.0% | +79.6% | +82.3% |
| 5Y | +53.8% | -7.5% | +61.4% | +52.7% |
| 10Y | +376.0% | +20.1% | +355.9% | +322.1% |
| All | +1,408.7% | +102.7% | +1,306.0% | +1,208.3% |
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 2026-09-08: 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 2026-09-08 analysis · Full analysis span regression · 6 months rolling