+345.8%
PSX vs AMC
-98.6%
+444.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +8.3% | -5.3% | +2.7% |
| 7D | -8.0% | +6.6% | -14.6% | -8.2% |
| 30D | -9.0% | +14.1% | -23.1% | -9.5% |
| 3M | +24.7% | +31.3% | -6.5% | +23.3% |
| 6M | +49.3% | +126.7% | -77.3% | +43.8% |
| YTD | +100.2% | +117.9% | -17.8% | +92.2% |
| 1Y | +88.8% | +41.1% | +47.8% | +84.2% |
| 3Y | +152.5% | -61.0% | +213.5% | +152.0% |
| 5Y | +283.2% | -99.1% | +382.3% | +319.3% |
| 10Y | +345.8% | -98.7% | +444.5% | +250.1% |
| All | +345.8% | -98.6% | +444.4% | +250.1% |
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