+599.6%
XYZ vs AMC
-98.9%
+698.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.3% | -5.1% | -1.0% |
| 7D | -1.0% | +2.3% | -3.3% | -1.1% |
| 30D | -1.7% | -0.7% | -1.0% | -1.7% |
| 3M | +16.7% | +35.2% | -18.5% | +14.0% |
| 6M | +26.9% | +124.6% | -97.7% | +20.1% |
| YTD | +27.1% | +69.9% | -42.7% | +22.1% |
| 1Y | +9.3% | -2.6% | +11.8% | +7.9% |
| 3Y | +42.3% | -79.8% | +122.0% | +46.5% |
| 5Y | -69.3% | -99.4% | +30.1% | -65.4% |
| All | +599.6% | -98.9% | +698.5% | +604.3% |
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 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