+587.7%
XYZ vs AMC
-98.7%
+686.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -12.5% | +8.4% | -3.4% |
| 7D | +9.2% | 0.0% | +9.2% | +9.2% |
| 30D | +9.8% | +4.4% | +5.4% | +9.6% |
| 3M | -0.2% | +15.4% | -15.5% | -1.1% |
| 6M | +18.0% | +93.7% | -75.8% | +12.6% |
| YTD | +29.1% | +97.4% | -68.3% | +22.8% |
| 1Y | +14.1% | +23.2% | -9.1% | +11.2% |
| 3Y | +72.6% | -71.3% | +143.9% | +75.5% |
| 5Y | -64.6% | -99.3% | +34.7% | -60.5% |
| All | +587.7% | -98.7% | +686.5% | +582.4% |
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