+63.1%
T vs AMC
-58.9%
+122.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.1% | +0.6% |
| 7D | +2.6% | +5.5% | -2.9% | +2.6% |
| 30D | -1.1% | +16.1% | -17.2% | -1.0% |
| 3M | -7.7% | +43.0% | -50.7% | -7.7% |
| 6M | -10.6% | +130.7% | -141.3% | -10.7% |
| YTD | -7.5% | +121.8% | -129.3% | -7.4% |
| 1Y | -7.4% | +40.7% | -48.1% | -7.2% |
| 3Y | +63.1% | -56.8% | +119.9% | +60.1% |
| All | +63.1% | -58.9% | +122.0% | +60.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling