+638.0%
XYZ vs AMC
-98.6%
+736.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.3% | -4.7% | +3.1% |
| 7D | +14.9% | +6.6% | +8.3% | +14.5% |
| 30D | +14.7% | +14.1% | +0.6% | +13.8% |
| 3M | +12.1% | +31.3% | -19.2% | +10.3% |
| 6M | +18.3% | +126.7% | -108.4% | +12.0% |
| YTD | +36.1% | +117.9% | -81.9% | +28.7% |
| 1Y | +35.3% | +41.1% | -5.8% | +30.9% |
| 3Y | +73.5% | -61.0% | +134.4% | +73.7% |
| 5Y | -61.6% | -99.1% | +37.5% | -57.5% |
| 10Y | +638.0% | -98.7% | +736.7% | +640.7% |
| All | +638.0% | -98.6% | +736.6% | +640.7% |
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