+494.4%
TEAM vs AMCR
+14.6%
+479.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.4% |
| 7D | -5.2% | -6.3% | +1.1% | -3.8% |
| 30D | +15.8% | -7.8% | +23.6% | +17.8% |
| 3M | +101.5% | +7.5% | +93.9% | +98.8% |
| 6M | +138.2% | +2.7% | +135.5% | +136.2% |
| YTD | +10.8% | +6.0% | +4.8% | +8.3% |
| 1Y | +1.7% | +7.8% | -6.1% | -1.2% |
| 3Y | -16.0% | +5.8% | -21.8% | -19.6% |
| 5Y | -52.7% | -11.6% | -41.1% | -52.2% |
| All | +494.4% | +14.6% | +479.8% | +441.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 10y: compounded portfolio wealth divided by compounded AMCR 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…
10y analysis · Full analysis span regression · 6 months rolling