+141.5%
W vs AMC
-98.9%
+240.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.9% | +0.8% |
| 7D | +6.5% | -0.8% | +7.3% | +6.5% |
| 30D | -6.2% | -1.2% | -5.1% | -6.2% |
| 3M | +48.9% | +42.2% | +6.7% | +43.2% |
| 6M | +31.2% | +118.8% | -87.6% | +21.6% |
| YTD | -0.4% | +64.1% | -64.5% | -5.9% |
| 1Y | +14.8% | -9.5% | +24.4% | +13.2% |
| 3Y | +40.5% | -64.3% | +104.9% | +42.8% |
| 5Y | -62.1% | -99.5% | +37.3% | -54.0% |
| 10Y | +141.5% | -98.9% | +240.5% | +178.8% |
| All | +141.5% | -98.9% | +240.5% | +178.8% |
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