-93.7%
AMSC price history and return analytics
+345.0%
-438.7%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -4.1% | -4.6% | -2.2% |
| 7D | -14.5% | -4.2% | -10.3% | -8.5% |
| 30D | -24.7% | -5.8% | -18.9% | -16.8% |
| 3M | -27.2% | -5.2% | -22.0% | -20.1% |
| 6M | -56.4% | +0.1% | -56.5% | -55.1% |
| YTD | -16.7% | +8.2% | -24.9% | -22.6% |
| 1Y | -59.6% | +10.1% | -69.8% | -63.1% |
| 3Y | +209.4% | +69.7% | +139.8% | +62.2% |
| 5Y | +35.9% | +53.4% | -17.5% | -10.8% |
| 10Y | +236.8% | +219.2% | +17.6% | -17.2% |
| All | -93.7% | +345.0% | -438.7% | -99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling