+82.7%
O vs AMC
-98.7%
+181.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | 0.0% |
| 7D | +3.5% | +5.5% | -1.9% | +3.4% |
| 30D | +10.4% | +16.1% | -5.7% | +10.0% |
| 3M | -2.4% | +43.0% | -45.4% | -3.4% |
| 6M | -1.2% | +130.7% | -131.9% | -3.8% |
| YTD | +10.4% | +121.8% | -111.4% | +7.4% |
| 1Y | +11.4% | +40.7% | -29.2% | +9.6% |
| 3Y | +40.4% | -56.8% | +97.2% | +39.9% |
| 5Y | +12.1% | -99.1% | +111.2% | +18.6% |
| 10Y | +82.7% | -98.7% | +181.4% | +46.6% |
| All | +82.7% | -98.7% | +181.4% | +46.6% |
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