+69.6%
PBR vs AMCR
+13.1%
+56.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.9% |
| 7D | +8.6% | -1.9% | +10.4% | +8.3% |
| 30D | +12.8% | -4.1% | +16.9% | +12.1% |
| 3M | +14.7% | +21.7% | -7.0% | +17.3% |
| 6M | +25.2% | +1.5% | +23.7% | +31.1% |
| YTD | +77.1% | +13.1% | +64.0% | +80.9% |
| 1Y | +69.6% | +13.0% | +56.6% | +69.5% |
| All | +69.6% | +13.1% | +56.4% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 1y: compounded portfolio wealth divided by compounded AMCR 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…
1y analysis · Full analysis span regression · 6 months rolling