+2,226.7%
TER vs AMC
-98.1%
+2,324.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.3% | +1.2% | +5.3% |
| 7D | +0.6% | +2.3% | -1.7% | +0.5% |
| 30D | -8.3% | -0.7% | -7.5% | -8.3% |
| 3M | -12.2% | +35.2% | -47.4% | -13.6% |
| 6M | +17.1% | +124.6% | -107.5% | +12.8% |
| YTD | +84.7% | +69.9% | +14.8% | +79.5% |
| 1Y | +199.9% | -2.6% | +202.5% | +196.9% |
| 3Y | +232.8% | -79.8% | +312.5% | +238.3% |
| 5Y | +198.6% | -99.4% | +298.0% | +222.5% |
| 10Y | +1,669.7% | -98.9% | +1,768.6% | +1,875.1% |
| All | +2,226.7% | -98.1% | +2,324.8% | +2,364.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling