+55.5%
T vs AMC
-98.7%
+154.3%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.9% | -2.8% | -0.9% |
| 7D | +1.0% | +2.6% | -1.6% | +1.0% |
| 30D | -10.6% | +9.0% | -19.6% | -10.7% |
| 3M | -7.7% | +22.2% | -29.9% | -8.1% |
| 6M | -13.3% | +91.5% | -104.8% | -14.4% |
| YTD | -8.8% | +101.3% | -110.1% | -10.1% |
| 1Y | -8.4% | +20.8% | -29.2% | -9.1% |
| 3Y | +59.6% | -71.3% | +131.0% | +60.2% |
| 5Y | +52.1% | -99.2% | +151.3% | +57.5% |
| All | +55.5% | -98.7% | +154.3% | +53.8% |
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