+5.1%
W vs AMC
+33.2%
-28.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.1% | +0.9% |
| 7D | +0.2% | +3.5% | -3.3% | -0.5% |
| 30D | +6.8% | +12.5% | -5.6% | +4.9% |
| 3M | +10.7% | +23.6% | -12.9% | +6.6% |
| 6M | +86.3% | +144.4% | -58.0% | +47.9% |
| YTD | +11.5% | +108.3% | -96.9% | -10.6% |
| 1Y | +5.1% | +38.9% | -33.8% | -6.3% |
| All | +5.1% | +33.2% | -28.1% | -6.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling