-15.7%
TEAM vs AMC
-58.9%
+43.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.8% | -5.8% | -4.2% |
| 7D | -22.2% | +5.5% | -27.7% | -22.6% |
| 30D | -28.1% | +16.1% | -44.2% | -29.1% |
| 3M | -2.2% | +43.0% | -45.1% | -5.4% |
| 6M | +62.2% | +130.7% | -68.4% | +49.1% |
| YTD | -8.4% | +121.8% | -130.1% | -16.2% |
| 1Y | -6.6% | +40.7% | -47.3% | -11.9% |
| 3Y | -15.7% | -56.8% | +41.1% | -11.2% |
| All | -15.7% | -58.9% | +43.2% | -11.2% |
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