+307.8%
SPY vs AMC
-98.8%
+406.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.3% | -0.3% |
| 7D | +2.6% | +3.5% | -0.9% | +2.5% |
| 30D | -2.0% | +12.5% | -14.4% | -2.2% |
| 3M | -2.8% | +23.6% | -26.4% | -3.3% |
| 6M | +2.1% | +144.4% | -142.2% | -0.1% |
| YTD | +11.5% | +108.3% | -96.8% | +9.2% |
| 1Y | +13.5% | +38.9% | -25.4% | +12.0% |
| 3Y | +77.7% | -58.9% | +136.6% | +77.3% |
| 5Y | +72.6% | -99.2% | +171.8% | +79.1% |
| All | +307.8% | -98.8% | +406.6% | +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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling