+208.9%
W vs AMC
-98.8%
+307.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.3% | -0.2% | -2.4% |
| 7D | -1.7% | +8.4% | -10.1% | -2.3% |
| 30D | +3.2% | +9.2% | -5.9% | +2.6% |
| 3M | +8.3% | +32.0% | -23.7% | +5.8% |
| 6M | +84.3% | +149.3% | -65.0% | +69.3% |
| YTD | +11.0% | +114.1% | -103.1% | +2.7% |
| 1Y | -0.2% | +35.8% | -36.0% | -4.6% |
| 3Y | +157.9% | -58.3% | +216.2% | +159.0% |
| 5Y | -56.8% | -99.2% | +42.4% | -48.8% |
| All | +208.9% | -98.8% | +307.7% | +244.5% |
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