-7.4%
T vs AMC
+39.6%
-47.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.6% | +1.4% |
| 7D | +2.0% | -2.8% | +4.8% | +1.9% |
| 30D | -1.0% | +14.0% | -15.0% | -0.9% |
| 3M | -8.1% | +42.5% | -50.6% | -7.7% |
| 6M | -8.3% | +142.6% | -150.8% | -7.8% |
| YTD | -6.1% | +119.2% | -125.3% | -4.3% |
| 1Y | -7.4% | +40.7% | -48.1% | -0.7% |
| All | -7.4% | +39.6% | -47.0% | -0.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling