+599.5%
XYZ vs AMC
-98.7%
+698.2%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.2% | +1.6% |
| 7D | +12.1% | +2.6% | +9.5% | +12.0% |
| 30D | +12.4% | +9.0% | +3.3% | +11.9% |
| 3M | +8.2% | +22.2% | -14.0% | +6.8% |
| 6M | +20.7% | +91.5% | -70.8% | +15.3% |
| YTD | +31.3% | +101.3% | -70.0% | +24.8% |
| 1Y | +20.5% | +20.8% | -0.3% | +17.5% |
| 3Y | +72.6% | -71.3% | +143.9% | +75.4% |
| 5Y | -64.0% | -99.2% | +35.3% | -59.9% |
| All | +599.5% | -98.7% | +698.2% | +593.4% |
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