+40.2%
AMC vs BUD
+38.4%
+1.9%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.1% | +4.2% | +5.9% |
| 7D | +17.7% | +3.3% | +14.4% | +15.8% |
| 30D | +26.2% | +11.8% | +14.3% | +18.8% |
| 3M | +31.3% | -1.1% | +32.4% | +31.2% |
| 6M | +142.8% | +14.9% | +127.9% | +123.2% |
| YTD | +125.6% | +32.6% | +93.0% | +100.1% |
| 1Y | +40.2% | +37.2% | +3.1% | +25.5% |
| All | +40.2% | +38.4% | +1.9% | +25.5% |
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