+220.4%
W vs AMC
-98.7%
+319.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +1.8% |
| 7D | -7.4% | -2.8% | -4.5% | -7.2% |
| 30D | +7.8% | +14.0% | -6.2% | +6.8% |
| 3M | +10.9% | +42.5% | -31.6% | +7.7% |
| 6M | +86.4% | +142.6% | -56.1% | +71.6% |
| YTD | +14.0% | +119.2% | -105.3% | +5.2% |
| 1Y | +3.5% | +40.7% | -37.2% | -1.3% |
| 3Y | +164.8% | -57.3% | +222.1% | +165.4% |
| 5Y | -53.1% | -99.1% | +46.0% | -44.6% |
| 10Y | +220.4% | -98.7% | +319.2% | +257.1% |
| All | +220.4% | -98.7% | +319.1% | +257.1% |
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