+69.7%
XYZ vs AMC
-72.0%
+141.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -12.5% | +8.4% | -2.7% |
| 7D | +9.2% | 0.0% | +9.2% | +9.3% |
| 30D | +9.8% | +4.4% | +5.4% | +9.4% |
| 3M | -0.2% | +15.4% | -15.5% | -2.0% |
| 6M | +18.0% | +93.7% | -75.8% | +7.7% |
| YTD | +29.1% | +97.4% | -68.3% | +16.7% |
| 1Y | +14.1% | +23.2% | -9.1% | +7.5% |
| All | +69.7% | -72.0% | +141.7% | +88.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling