+422.5%
PSX vs AMC
-97.8%
+520.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -12.5% | +7.7% | -4.4% |
| 7D | -9.7% | 0.0% | -9.7% | -9.7% |
| 30D | -8.4% | +4.4% | -12.8% | -8.7% |
| 3M | +22.6% | +15.4% | +7.3% | +21.6% |
| 6M | +38.8% | +93.7% | -54.9% | +34.0% |
| YTD | +95.5% | +97.4% | -2.0% | +87.7% |
| 1Y | +87.1% | +23.2% | +63.9% | +83.0% |
| 3Y | +133.5% | -71.3% | +204.8% | +135.8% |
| 5Y | +280.9% | -99.3% | +380.1% | +322.0% |
| 10Y | +356.6% | -98.7% | +455.3% | +302.0% |
| All | +422.5% | -97.8% | +520.3% | +282.3% |
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 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