+82.5%
O vs AMC
-98.7%
+181.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.2% | +0.1% |
| 7D | +0.6% | -2.8% | +3.4% | +0.6% |
| 30D | +9.4% | +14.0% | -4.6% | +9.0% |
| 3M | -2.4% | +42.5% | -44.9% | -3.3% |
| 6M | -1.9% | +142.6% | -144.4% | -4.5% |
| YTD | +10.5% | +119.2% | -108.8% | +7.5% |
| 1Y | +10.0% | +40.7% | -30.8% | +8.2% |
| 3Y | +40.5% | -57.3% | +97.8% | +40.0% |
| 5Y | +10.2% | -99.1% | +109.4% | +16.7% |
| 10Y | +82.5% | -98.7% | +181.2% | +45.3% |
| All | +82.5% | -98.7% | +181.1% | +45.3% |
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