+78.2%
O vs AMC
-98.6%
+176.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.3% | -7.5% | +0.6% |
| 7D | +3.3% | +6.6% | -3.2% | +3.1% |
| 30D | +10.3% | +14.1% | -3.8% | +9.9% |
| 3M | -3.5% | +31.3% | -34.7% | -4.2% |
| 6M | -1.3% | +126.7% | -127.9% | -3.8% |
| YTD | +10.3% | +117.9% | -107.6% | +7.4% |
| 1Y | +10.4% | +41.1% | -30.7% | +8.6% |
| 3Y | +40.0% | -61.0% | +101.0% | +39.8% |
| 5Y | +12.4% | -99.1% | +111.5% | +19.0% |
| 10Y | +78.2% | -98.7% | +176.9% | +42.8% |
| All | +78.2% | -98.6% | +176.8% | +42.8% |
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