-2.6%
AMC vs BUD
+36.8%
-39.4%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.2% | +4.3% |
| 7D | +2.3% | +0.3% | +2.0% | +2.1% |
| 30D | -0.7% | -5.7% | +4.9% | +2.0% |
| 3M | +35.2% | +3.1% | +32.1% | +32.7% |
| 6M | +124.6% | +7.9% | +116.7% | +108.7% |
| YTD | +69.9% | +27.3% | +42.5% | +52.3% |
| 1Y | -2.6% | +37.8% | -40.4% | -14.2% |
| All | -2.6% | +36.8% | -39.4% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1y: compounded portfolio wealth divided by compounded BUD 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…
1y analysis · Full analysis span regression · 6 months rolling