+232.1%
W vs AMC
-98.7%
+330.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.4% | -1.6% |
| 7D | -3.6% | +2.6% | -6.2% | -3.8% |
| 30D | +7.0% | +9.0% | -2.1% | +6.3% |
| 3M | +7.4% | +22.2% | -14.8% | +5.5% |
| 6M | +69.3% | +91.5% | -22.2% | +58.7% |
| YTD | +11.3% | +101.3% | -90.0% | +3.4% |
| 1Y | +13.2% | +20.8% | -7.6% | +9.2% |
| 3Y | +142.0% | -71.3% | +213.3% | +149.4% |
| 5Y | -54.6% | -99.2% | +44.6% | -45.9% |
| All | +232.1% | -98.7% | +330.8% | +282.7% |
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