+144.0%
PSX vs AMC
-58.9%
+202.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -0.9% |
| 7D | -7.8% | +5.5% | -13.3% | -7.8% |
| 30D | -9.9% | +16.1% | -26.0% | -9.8% |
| 3M | +16.9% | +43.0% | -26.0% | +16.9% |
| 6M | +48.0% | +130.7% | -82.7% | +47.1% |
| YTD | +98.3% | +121.8% | -23.4% | +96.9% |
| 1Y | +86.2% | +40.7% | +45.5% | +86.5% |
| 3Y | +144.0% | -56.8% | +200.8% | +149.8% |
| All | +144.0% | -58.9% | +202.9% | +149.8% |
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