+126.5%
PH vs AMC
-72.0%
+198.5%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -12.5% | +10.5% | -1.5% |
| 7D | -3.9% | 0.0% | -3.9% | -3.9% |
| 30D | -9.4% | +4.4% | -13.8% | -9.6% |
| 3M | -10.3% | +15.4% | -25.7% | -11.0% |
| 6M | +2.7% | +93.7% | -91.0% | -1.2% |
| YTD | +2.1% | +97.4% | -95.3% | -2.1% |
| 1Y | +16.2% | +23.2% | -7.0% | +13.7% |
| All | +126.5% | -72.0% | +198.5% | +130.8% |
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 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