+76.2%
O vs AMC
-98.8%
+175.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | -0.7% |
| 7D | -0.4% | +3.5% | -3.9% | -0.5% |
| 30D | +7.1% | +12.5% | -5.3% | +6.8% |
| 3M | -5.2% | +23.6% | -28.8% | -5.8% |
| 6M | -1.8% | +144.4% | -146.1% | -4.4% |
| YTD | +9.1% | +108.3% | -99.3% | +6.3% |
| 1Y | +9.7% | +38.9% | -29.2% | +7.9% |
| 3Y | +39.1% | -58.9% | +98.0% | +38.8% |
| 5Y | +8.4% | -99.2% | +107.5% | +14.9% |
| All | +76.2% | -98.8% | +175.0% | +40.3% |
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