+419.7%
PSX vs AMC
-97.7%
+517.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -9.9% |
| 3M | +20.2% | +22.2% | -2.0% | +19.0% |
| 6M | +44.9% | +91.5% | -46.6% | +39.9% |
| YTD | +94.4% | +101.3% | -6.9% | +86.6% |
| 1Y | +83.1% | +20.8% | +62.3% | +79.2% |
| 3Y | +132.2% | -71.3% | +203.5% | +134.4% |
| 5Y | +278.8% | -99.2% | +378.1% | +319.5% |
| 10Y | +354.2% | -98.7% | +452.9% | +299.6% |
| All | +419.7% | -97.7% | +517.4% | +280.0% |
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