-99.1%
AMC vs BUD
+51.3%
-150.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.6% | +1.1% |
| 7D | +5.5% | +6.0% | -0.6% | +1.8% |
| 30D | +16.1% | +11.3% | +4.8% | +8.3% |
| 3M | +43.0% | +3.6% | +39.4% | +39.3% |
| 6M | +130.7% | +7.7% | +123.0% | +118.1% |
| YTD | +121.8% | +36.4% | +85.4% | +80.8% |
| 1Y | +40.7% | +37.8% | +2.8% | +13.6% |
| 3Y | -56.8% | +51.2% | -108.0% | -68.4% |
| 5Y | -99.1% | +53.4% | -152.5% | -99.4% |
| All | -99.1% | +51.3% | -150.4% | -99.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling