+57.8%
T vs AMC
-99.2%
+157.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | 0.0% |
| 7D | +2.5% | +3.5% | -1.0% | +2.5% |
| 30D | -3.8% | +12.5% | -16.2% | -4.0% |
| 3M | -8.7% | +23.6% | -32.3% | -9.2% |
| 6M | -8.1% | +144.4% | -152.5% | -10.1% |
| YTD | -6.4% | +108.3% | -114.8% | -8.3% |
| 1Y | -9.8% | +38.9% | -48.6% | -10.8% |
| 3Y | +65.5% | -58.9% | +124.3% | +66.1% |
| All | +57.8% | -99.2% | +157.0% | +83.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling