+484.0%
V vs AMC
-98.8%
+582.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.7% | +4.0% | +1.4% |
| 7D | +0.9% | +3.5% | -2.6% | +0.8% |
| 30D | +9.0% | +12.5% | -3.5% | +8.7% |
| 3M | +16.7% | +23.6% | -6.9% | +16.1% |
| 6M | +33.4% | +144.4% | -110.9% | +30.6% |
| YTD | +22.4% | +108.3% | -86.0% | +19.9% |
| 1Y | +27.7% | +38.9% | -11.2% | +26.0% |
| 3Y | +78.0% | -58.9% | +136.8% | +77.6% |
| 5Y | +108.5% | -99.2% | +207.7% | +117.4% |
| All | +484.0% | -98.8% | +582.8% | +452.3% |
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 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