+361.6%
PSX vs AMC
-98.8%
+460.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.5% | +0.8% |
| 7D | +7.8% | +3.5% | +4.3% | +7.7% |
| 30D | -10.9% | +12.5% | -23.4% | -11.3% |
| 3M | +14.5% | +23.6% | -9.1% | +13.4% |
| 6M | +56.1% | +144.4% | -88.2% | +49.9% |
| YTD | +109.6% | +108.3% | +1.2% | +101.5% |
| 1Y | +95.5% | +38.9% | +56.6% | +90.8% |
| 3Y | +156.2% | -58.9% | +215.1% | +155.2% |
| 5Y | +310.0% | -99.2% | +409.2% | +349.4% |
| All | +361.6% | -98.8% | +460.4% | +263.0% |
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