-7.9%
TEAM vs AMC
-79.6%
+71.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.3% | -7.0% | -3.0% |
| 7D | -0.4% | +2.3% | -2.8% | -0.6% |
| 30D | +67.3% | -0.7% | +68.0% | +67.3% |
| 3M | +86.8% | +35.2% | +51.6% | +80.7% |
| 6M | +146.8% | +124.6% | +22.2% | +129.1% |
| YTD | +16.9% | +69.9% | -52.9% | +10.5% |
| 1Y | +12.8% | -2.6% | +15.4% | +10.1% |
| All | -7.9% | -79.6% | +71.7% | -8.8% |
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 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