+99.1%
V vs AMC
-99.3%
+198.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.1% |
| 7D | +2.2% | +2.6% | -0.4% | +2.1% |
| 30D | +13.6% | +9.0% | +4.6% | +13.2% |
| 3M | +14.3% | +22.2% | -7.9% | +13.3% |
| 6M | +33.1% | +91.5% | -58.4% | +28.7% |
| YTD | +21.2% | +101.3% | -80.0% | +16.6% |
| 1Y | +26.4% | +20.8% | +5.7% | +24.0% |
| 3Y | +77.6% | -71.3% | +148.9% | +81.0% |
| All | +99.1% | -99.3% | +198.3% | +142.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling