+322.4%
NET vs AMC
-68.0%
+390.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +7.3% | -9.9% | -3.2% |
| 7D | -16.4% | +17.7% | -34.1% | -17.6% |
| 30D | -25.8% | +26.2% | -52.0% | -27.5% |
| 3M | -11.5% | +31.3% | -42.9% | -14.0% |
| 6M | +18.9% | +142.8% | -123.8% | +6.9% |
| YTD | +35.2% | +125.6% | -90.4% | +21.4% |
| 1Y | +14.5% | +40.2% | -25.8% | +7.0% |
| All | +322.4% | -68.0% | +390.4% | +403.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling