+83.1%
PSX vs AMC
+24.6%
+58.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.5% | -0.4% |
| 7D | -13.1% | +2.6% | -15.7% | -12.9% |
| 30D | -9.5% | +9.0% | -18.6% | -8.9% |
| 3M | +20.2% | +22.2% | -2.0% | +21.8% |
| 6M | +44.9% | +91.5% | -46.6% | +50.4% |
| YTD | +94.4% | +101.3% | -6.9% | +102.5% |
| 1Y | +83.1% | +20.8% | +62.3% | +100.2% |
| All | +83.1% | +24.6% | +58.5% | +100.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling