+196.7%
PH vs AMC
-99.3%
+296.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.9% | +0.9% | +2.7% |
| 7D | +2.0% | +2.6% | -0.6% | +1.8% |
| 30D | -3.7% | +9.0% | -12.7% | -4.2% |
| 3M | -14.0% | +22.2% | -36.2% | -15.2% |
| 6M | +2.1% | +91.5% | -89.4% | -3.1% |
| YTD | +5.1% | +101.3% | -96.2% | -1.1% |
| 1Y | +10.9% | +20.8% | -9.8% | +7.7% |
| 3Y | +132.9% | -71.3% | +204.3% | +140.0% |
| All | +196.7% | -99.3% | +296.0% | +268.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling