+415.0%
TPR vs AMC
-58.9%
+474.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.4% |
| 7D | +12.1% | +5.5% | +6.6% | +11.6% |
| 30D | +16.7% | +16.1% | +0.6% | +15.6% |
| 3M | -17.4% | +43.0% | -60.4% | -19.3% |
| 6M | +2.3% | +130.7% | -128.4% | -4.7% |
| YTD | +7.1% | +121.8% | -114.7% | -0.3% |
| 1Y | +29.5% | +40.7% | -11.2% | +24.1% |
| 3Y | +415.0% | -56.8% | +471.9% | +478.9% |
| All | +415.0% | -58.9% | +474.0% | +478.9% |
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