+306.9%
PSX vs AMC
-99.2%
+406.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +4.0% | +1.7% |
| 7D | +6.4% | +8.4% | -2.0% | +6.2% |
| 30D | -10.2% | +9.2% | -19.3% | -10.4% |
| 3M | +17.2% | +32.0% | -14.8% | +16.3% |
| 6M | +51.8% | +149.3% | -97.5% | +47.5% |
| YTD | +108.0% | +114.1% | -6.1% | +102.4% |
| 1Y | +96.1% | +35.8% | +60.4% | +93.4% |
| 3Y | +155.9% | -58.3% | +214.2% | +157.7% |
| 5Y | +306.9% | -99.2% | +406.1% | +378.6% |
| All | +306.9% | -99.2% | +406.1% | +378.6% |
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