+39.1%
O vs AMC
-59.1%
+98.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | -0.7% |
| 7D | -0.4% | +3.5% | -3.9% | -0.4% |
| 30D | +7.1% | +12.5% | -5.3% | +7.0% |
| 3M | -5.2% | +23.6% | -28.8% | -5.4% |
| 6M | -1.8% | +144.4% | -146.1% | -3.0% |
| YTD | +9.1% | +108.3% | -99.3% | +7.8% |
| 1Y | +9.7% | +38.9% | -29.2% | +9.0% |
| 3Y | +39.1% | -58.9% | +98.0% | +44.6% |
| All | +39.1% | -59.1% | +98.3% | +44.6% |
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 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