+16.7%
U vs AMC
+43.0%
-26.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.8% | -3.9% | -2.3% |
| 7D | +24.4% | +5.5% | +18.9% | +23.1% |
| 30D | +7.4% | +16.1% | -8.7% | +5.2% |
| 3M | +16.8% | +43.0% | -26.2% | +10.7% |
| 6M | +78.8% | +130.7% | -51.9% | +49.4% |
| YTD | +14.0% | +121.8% | -107.8% | -4.8% |
| 1Y | +16.7% | +40.7% | -23.9% | +12.3% |
| All | +16.7% | +43.0% | -26.3% | +12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling