+277.8%
PSX vs AMC
-99.3%
+377.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.5% | -0.6% |
| 7D | -13.1% | +2.6% | -15.7% | -13.2% |
| 30D | -9.5% | +9.0% | -18.6% | -9.7% |
| 3M | +20.2% | +22.2% | -2.0% | +19.5% |
| 6M | +44.9% | +91.5% | -46.6% | +41.8% |
| YTD | +94.4% | +101.3% | -6.9% | +89.4% |
| 1Y | +83.1% | +20.8% | +62.3% | +81.1% |
| 3Y | +132.2% | -71.3% | +203.5% | +136.7% |
| All | +277.8% | -99.3% | +377.0% | +340.3% |
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