-98.7%
AMC vs BUD
-9.0%
-89.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +2.8% |
| 7D | +2.6% | +4.5% | -1.8% | -0.1% |
| 30D | +9.0% | +12.5% | -3.5% | +1.4% |
| 3M | +22.2% | 0.0% | +22.2% | +21.6% |
| 6M | +91.5% | +3.8% | +87.7% | +85.7% |
| YTD | +101.3% | +33.1% | +68.2% | +69.1% |
| 1Y | +20.8% | +35.5% | -14.7% | +0.1% |
| 3Y | -71.3% | +49.4% | -120.7% | -78.2% |
| 5Y | -99.2% | +48.0% | -147.3% | -99.4% |
| All | -98.7% | -9.0% | -89.7% | -99.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling