+995.4%
TER vs AMC
-98.8%
+1,094.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.7% | -2.7% | -5.3% |
| 7D | +14.4% | +3.5% | +10.9% | +14.2% |
| 30D | -30.6% | +12.5% | -43.0% | -30.8% |
| 3M | -39.2% | +23.6% | -62.8% | -39.6% |
| 6M | -31.3% | +144.4% | -175.6% | -33.7% |
| YTD | +29.1% | +108.3% | -79.3% | +24.9% |
| 1Y | +47.4% | +38.9% | +8.5% | +44.4% |
| 3Y | +191.2% | -58.9% | +250.1% | +190.6% |
| 5Y | +74.0% | -99.2% | +173.2% | +84.2% |
| All | +995.4% | -98.8% | +1,094.2% | +1,040.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling