+439.5%
PSX vs AMC
-98.1%
+537.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.3% | -4.2% | 0.0% |
| 7D | +4.5% | +2.3% | +2.2% | +4.4% |
| 30D | +26.6% | -0.7% | +27.4% | +26.5% |
| 3M | +39.3% | +35.2% | +4.1% | +36.8% |
| 6M | +56.8% | +124.6% | -67.8% | +50.3% |
| YTD | +101.8% | +69.9% | +31.9% | +95.3% |
| 1Y | +99.6% | -2.6% | +102.2% | +97.2% |
| 3Y | +140.3% | -79.8% | +220.1% | +144.9% |
| 5Y | +339.3% | -99.4% | +438.7% | +390.9% |
| 10Y | +369.9% | -98.9% | +468.7% | +313.9% |
| All | +439.5% | -98.1% | +537.6% | +297.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling