+243.6%
W vs AMC
-98.6%
+342.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +8.3% | -3.7% | +3.9% |
| 7D | +3.3% | +6.6% | -3.3% | +2.8% |
| 30D | +10.5% | +14.1% | -3.6% | +9.4% |
| 3M | +9.6% | +31.3% | -21.6% | +7.2% |
| 6M | +76.4% | +126.7% | -50.3% | +63.3% |
| YTD | +16.4% | +117.9% | -101.6% | +7.5% |
| 1Y | +9.3% | +41.1% | -31.7% | +4.3% |
| 3Y | +172.8% | -61.0% | +233.8% | +175.1% |
| 5Y | -53.4% | -99.1% | +45.8% | -44.9% |
| 10Y | +243.6% | -98.7% | +342.3% | +287.1% |
| All | +243.6% | -98.6% | +342.2% | +287.1% |
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 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